Virtus Newfleet Multi-Sector Bond ETF
NFLT
37 hedge funds and large institutions have $68.2M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
72% more capital invested
Capital invested by funds: $39.6M → $68.2M (+$28.6M)
28% more funds holding
Funds holding: 29 → 37 (+8)
1.12% more ownership
Funds ownership: 76.88% → 77.99% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
+$6.76M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.41M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$5.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.07M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$398K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$242K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$139K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$105K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$66.9K |
NFLT Hedge Fund Activity: Q1 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2024, worth a combined $68.2M — up 72% from $39.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NFLT positions and 3 closed out — a net gain of 9 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Atomi Financial Group, adding an estimated $6.76M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $398K sold.
- 37 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $68.2M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2024, up 72% quarter-over-quarter.
- 12 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2024 and 3 closed out, a net change of +9 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2024 was Atomi Financial Group, an estimated $6.76M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2024 was Kingsview Wealth Management, an estimated $398K sold.
Based on aggregated 13F filings for Q1 2024.