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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

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.

Holders
51
Holders Change
+14
Holders Change %
+37.84%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPG
1
Strategic Planning Group
Utah
$9.56M
2
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$5.62M
3
AFG
3
Atomi Financial Group
New York
$11.4M
4
FTS
4
Fifth Third Securities
Ohio
$1.85M
5
EFS
5
Essex Financial Services
Connecticut
$803K

Top Sellers

1
FA
1
Fermata Advisors
California
$3.19M
2
Jane Street
2
Jane Street
New York
$826K
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$16.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$529K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$452K
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$16.1M 721,537 -9,631 -1%
AFG
2
Atomi Financial Group
New York
$11.4M 510,847 +150,321 +42%
SPG
3
Strategic Planning Group
Utah
$9.56M 428,138 +428,138 New
RJA
4
Raymond James & Associates
Florida
$8.92M 399,734 +18,250 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.35M 284,354 +35,028 +14%
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$5.62M 251,742 +239,642 +1,981%
LPL Financial
7
LPL Financial
California
$5.05M 226,199 +20,844 +10%
FA
8
Fermata Advisors
California
$3.19M 142,858 -85,417 -37%
ARG
9
Advisory Resource Group
Oklahoma
$3.17M 142,096 +3,169 +2%
PA
10
PFG Advisors
Arizona
$2.93M 131,209 +5,392 +4%
DADC
11
D.A. Davidson & Co
Montana
$2.41M 108,007 +14,597 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.19M 97,939 +35,602 +57%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.15M 96,301 +11,757 +14%
FTS
14
Fifth Third Securities
Ohio
$1.85M 83,085 +83,085 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.45M 64,961 +7,555 +13%
BFG
16
Bleakley Financial Group
New Jersey
$1.37M 61,593 +24,410 +66%
SW
17
Simplicity Wealth
New Jersey
$1.37M 61,593 +24,410 +66%
Jane Street
18
Jane Street
New York
$826K 37,019 -22,052 -37%
FTUS
19
Flow Traders U.S.
New York
$818K 36,652 +12,591 +52%
EFS
20
Essex Financial Services
Connecticut
$803K 35,520 +35,520 New
Citadel Advisors
21
Citadel Advisors
Florida
$743K 33,275 +33,275 New
BRWA
22
B. Riley Wealth Advisors
Florida
$732K 32,781 +12,792 +64%
Stifel Financial
23
Stifel Financial
Missouri
$728K 32,611 +12,608 +63%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$693K 31,031 +4,947 +19%
ACA
25
Aptus Capital Advisors
Alabama
$529K 23,688 -2,256 -9%
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