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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

52 hedge funds and large institutions have $144M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$35.5M
2
WWM
2
WJ Wealth Management
Arizona
$7.15M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
SPG
4
Strategic Planning Group
Utah
$14.8M
5
AFG
5
Atomi Financial Group
New York
$15.6M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
FA
2
Fermata Advisors
California
$2.1M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$304K
5
FTUS
5
Flow Traders U.S.
New York
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$35.5M 1,541,593 +820,056 +114%
AFG
2
Atomi Financial Group
New York
$15.6M 674,953 +164,106 +32%
SPG
3
Strategic Planning Group
Utah
$14.8M 640,724 +212,586 +50%
LPL Financial
4
LPL Financial
California
$12.2M 527,520 +301,321 +133%
RJA
5
Raymond James & Associates
Florida
$9.93M 430,522 +30,788 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.26M 315,045 +30,691 +11%
WWM
7
WJ Wealth Management
Arizona
$7.15M 310,160 +310,160 New
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$5.86M 253,952 +2,210 +0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.34M 144,930 +46,991 +48%
ARG
10
Advisory Resource Group
Oklahoma
$3.24M 140,585 -1,511 -1%
PA
11
PFG Advisors
Arizona
$3M 129,986 -1,223 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.92M 126,746 +30,445 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.4M 104,170 +73,139 +236%
DADC
14
D.A. Davidson & Co
Montana
$2.27M 98,605 -9,402 -9%
FA
15
Fermata Advisors
California
$2.1M 90,871 -51,987 -36%
FTS
16
Fifth Third Securities
Ohio
$1.85M 80,118 -2,967 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.8M 77,902 +12,941 +20%
BFG
18
Bleakley Financial Group
New Jersey
$1.54M 66,682 +5,089 +8%
NCFG
19
New Century Financial Group
New Jersey
$1.37M 59,536 +59,536 New
KWM
20
Kingsview Wealth Management
Oregon
$1.08M 46,740 +46,740 New
EFS
21
Essex Financial Services
Connecticut
$1.06M 46,541 +11,021 +31%
Stifel Financial
22
Stifel Financial
Missouri
$926K 40,167 +7,556 +23%
BRWA
23
B. Riley Wealth Advisors
Florida
$912K 39,584 +6,803 +21%
MML Investors Services
24
MML Investors Services
Massachusetts
$767K 33,249 +22,502 +209%
RW
25
Rockport Wealth
Ohio
$743K 32,233 +18,592 +136%
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