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Virtus Newfleet Multi-Sector Bond ETF

29 hedge funds and large institutions have $51.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+10
Holders Change %
+52.63%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$26M 1,192,643 +486,782 +69%
SWA
2
SFMG Wealth Advisors
Texas
$13.9M 637,424 +637,424 New
PA
3
PFG Advisors
Arizona
$2.56M 117,047 +93,295 +393%
RJA
4
Raymond James & Associates
Florida
$2.01M 91,875 +73,914 +412%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.59M 72,682 -5,353 -7%
OMC
6
Old Mission Capital
Illinois
$1.36M 62,122 +62,122 New
AFM
7
Andesa Financial Management
Pennsylvania
$953K 43,645 -13,829 -24%
AWM
8
AE Wealth Management
Kansas
$413K 18,911 -2,329 -11%
BFG
9
Bleakley Financial Group
New Jersey
$365K 16,690 +16,690 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$362K 16,590 +488 +3%
Citadel Advisors
11
Citadel Advisors
Florida
$338K 15,464 +15,464 New
BRWA
12
B. Riley Wealth Advisors
Florida
$323K 14,809
HAG
13
HF Advisory Group
Maryland
$322K 14,763 +14,763 New
Mariner
14
Mariner
Kansas
$308K 14,114 +14,114 New
Morgan Stanley
15
Morgan Stanley
New York
$73.3K 3,358
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K 2,055 -659 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$30K 1,395
AWM
18
Accurate Wealth Management
Florida
$17.2K 775 +775 New
UBS Group
19
UBS Group
Switzerland
$12.5K 571 +571 New
ASN
20
Advisory Services Network
Georgia
$9.98K 457 +457 New
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$8.74K 400
CA
22
CoreCap Advisors
Michigan
$5.92K 271 +271 New
NMG
23
New Millennium Group
Utah
$2.76K 126 -5 -4%
SFA
24
Semmax Financial Advisors
North Carolina
$2K 68
AssetMark Inc
25
AssetMark Inc
California
$1.35K 62