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Virtus Newfleet Multi-Sector Bond ETF

26 hedge funds and large institutions have $35.9M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$25.6M 1,157,893 -34,750 -3%
AFM
2
Andesa Financial Management
Pennsylvania
$1.89M 171,204 +127,559 +292%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M 72,765 +83 +0.1%
RJA
4
Raymond James & Associates
Florida
$1.18M 53,366 -38,509 -42%
BFG
5
Bleakley Financial Group
New Jersey
$827K 37,369 +20,679 +124%
SS
6
Simplicity Solutions
Minnesota
$827K 37,369 +37,369 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$764K 34,513 +34,513 New
PA
8
PFG Advisors
Arizona
$539K 24,355 -92,692 -79%
AWM
9
AE Wealth Management
Kansas
$394K 17,826 -1,085 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$369K 16,675 +85 +0.5%
Jane Street
11
Jane Street
New York
$357K 16,120 +16,120 New
HAG
12
HF Advisory Group
Maryland
$352K 15,921 +1,158 +8%
Mariner
13
Mariner
Kansas
$347K 15,702 +1,588 +11%
Citadel Advisors
14
Citadel Advisors
Florida
$347K 15,664 +200 +1%
BRWA
15
B. Riley Wealth Advisors
Florida
$328K 14,809
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.3K 2,048 -7 -0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$30.9K 1,395
UBS Group
18
UBS Group
Switzerland
$21.7K 979 +408 +71%
NA
19
NewEdge Advisors
Louisiana
$10.7K 481 +6 +1%
ASN
20
Advisory Services Network
Georgia
$9.43K 426 -31 -7%
Morgan Stanley
21
Morgan Stanley
New York
$7.92K 358 -3,000 -89%
HI
22
Harbour Investments
Wisconsin
$3.76K 170 +170 New
NMG
23
New Millennium Group
Utah
$2.64K 119 -7 -6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2K 100 +100 New
AssetMark Inc
25
AssetMark Inc
California
$1.37K 62