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Virtus Newfleet Multi-Sector Bond ETF

23 hedge funds and large institutions have $51.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$27.3M +$1.87M +84,757 +7%
RJA
2
Raymond James & Associates
Florida
$7.75M +$6.58M +299,006 +560%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.47M +$5.47M +248,396 New
PA
4
PFG Advisors
Arizona
$2.71M +$2.17M +98,727 +405%
Jane Street
5
Jane Street
New York
$1.64M +$1.28M +58,376 +362%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.48M -$122K -5,536 -8%
SS
7
Simplicity Solutions
Minnesota
$902K +$79.9K +3,633 +10%
BFG
8
Bleakley Financial Group
New Jersey
$902K +$79.9K +3,633 +10%
AFG
9
Atomi Financial Group
New York
$567K +$567K +25,781 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$517K -$243K -11,025 -32%
AWM
11
AE Wealth Management
Kansas
$380K -$12.5K -570 -3%
Mariner
12
Mariner
Kansas
$378K +$32.4K +1,473 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$367K
HAG
14
HF Advisory Group
Maryland
$346K -$3.96K -180 -1%
BRWA
15
B. Riley Wealth Advisors
Florida
$317K -$8.8K -400 -3%
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K -$22 -1 -0%
NA
17
NewEdge Advisors
Louisiana
$10.7K +$154 +7 +1%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.9K +377 +377%
Morgan Stanley
19
Morgan Stanley
New York
$7.88K
NMG
20
New Millennium Group
Utah
$2.53K -$88 -4 -3%
AssetMark Inc
21
AssetMark Inc
California
$1.36K
RCM
22
Raleigh Capital Management
North Carolina
$786 +$22 +1 +3%
Wells Fargo
23
Wells Fargo
California
$21 +$21 +1 New
Citadel Advisors
24
Citadel Advisors
Florida
-$347K -15,664 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
-$30.9K -1,395 Closed