Virtus Newfleet Multi-Sector Bond ETF
NFLT
51 hedge funds and large institutions have $93.7M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 0 closing their positions.
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
38% more funds holding
Funds holding: 37 → 51 (+14)
37% more capital invested
Capital invested by funds: $68.2M → $93.7M (+$25.5M)
0.29% less ownership
Funds ownership: 77.99% → 77.7% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$9.55M |
| 2 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$5.34M |
| 3 |
AFG
Atomi Financial Group
New York
|
+$3.35M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.85M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.9M |
| 2 |
Jane Street
New York
|
-$492K |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$215K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$50.3K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$21.8K |
NFLT Hedge Fund Activity: Q2 2024 in Review
51 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q2 2024, worth a combined $93.7M — up 37% from $68.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NFLT positions and 0 closed out — a net gain of 14 holders — while 24 added to existing stakes and 5 trimmed.
The largest buyer was Strategic Planning Group, opening a new position worth an estimated $9.55M. The largest seller was Fermata Advisors, cutting an estimated $1.9M.
- 51 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q2 2024, up from 37 in Q1 2024.
- Funds reported $93.7M of Virtus Newfleet Multi-Sector Bond ETF stock for Q2 2024, up 37% quarter-over-quarter.
- 14 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q2 2024 and 0 closed out, a net change of +14 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q2 2024 was Strategic Planning Group, an estimated $9.55M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q2 2024 was Fermata Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2024.