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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

29 hedge funds and large institutions have $39.6M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$693K
3
KWM
3
Kingsview Wealth Management
Oregon
$398K
4
AFG
4
Atomi Financial Group
New York
$1.31M
5
LPL Financial
5
LPL Financial
California
$525K

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$15.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$616K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Jane Street
5
Jane Street
New York
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$15.9M 711,145 -460,527 -39%
RJA
2
Raymond James & Associates
Florida
$8.03M 358,060 +1,382 +0.4%
ARG
3
Advisory Resource Group
Oklahoma
$2.98M 133,038 +828 +0.6%
PA
4
PFG Advisors
Arizona
$2.74M 122,169 +802 +0.7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.46M 65,324 +41,536 +175%
AFG
6
Atomi Financial Group
New York
$1.31M 58,600 +13,136 +29%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.12M 49,987 -5,000 -9%
BFG
8
Bleakley Financial Group
New Jersey
$884K 39,420 +489 +1%
SS
9
Simplicity Solutions
Minnesota
$884K 39,420 +489 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$693K 30,897 +30,897 New
Jane Street
11
Jane Street
New York
$624K 27,835 -7,291 -21%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$616K 27,466 -15,900 -37%
BRWA
13
B. Riley Wealth Advisors
Florida
$553K 24,669 +4,680 +23%
LPL Financial
14
LPL Financial
California
$525K 23,429 +9,271 +65%
KWM
15
Kingsview Wealth Management
Oregon
$398K 17,752 +17,752 New
HAG
16
HF Advisory Group
Maryland
$323K 14,424 -780 -5%
AWM
17
AE Wealth Management
Kansas
$242K 10,797 -1,065 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$175K 7,812 +7,465 +2,151%
NA
19
NewEdge Advisors
Louisiana
$62.2K 2,773 +2,277 +459%
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K 2,040 -7 -0.3%
Morgan Stanley
21
Morgan Stanley
New York
$16.1K 718 +360 +101%
NMG
22
New Millennium Group
Utah
$1.95K 87 -2 -2%
SFA
23
Semmax Financial Advisors
North Carolina
$1.52K 68 – –
AssetMark Inc
24
AssetMark Inc
California
$1.39K 62 – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K 40 -242 -86%
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