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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

61 hedge funds and large institutions have $185M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
28
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$59M
2
Raymond James Financial
2
Raymond James Financial
Florida
$15.7M
3
AFG
3
Atomi Financial Group
New York
$23.9M
4
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$9.52M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.11M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$3.46M
2
LPL Financial
2
LPL Financial
California
$10.4M
3
FA
3
Fermata Advisors
California
$876K
4
RW
4
Rockport Wealth
Ohio
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$59M 2,629,618 +1,088,025 +71%
AFG
2
Atomi Financial Group
New York
$23.9M 1,064,809 +389,856 +58%
Raymond James Financial
3
Raymond James Financial
Florida
$15.7M 698,207 +698,207 New
SPG
4
Strategic Planning Group
Utah
$15.1M 672,968 +32,244 +5%
LPL Financial
5
LPL Financial
California
$10.4M 462,654 -64,866 -12%
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$9.52M 423,840 +169,888 +67%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.11M 405,967 +90,922 +29%
ARG
8
Advisory Resource Group
Oklahoma
$4.07M 181,243 +40,658 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.52M 156,963 +30,217 +24%
WWM
10
WJ Wealth Management
Arizona
$3.46M 154,229 -155,931 -50%
PA
11
PFG Advisors
Arizona
$3.01M 134,084 +4,098 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.71M 120,710 +16,540 +16%
FTS
13
Fifth Third Securities
Ohio
$2.56M 114,187 +34,069 +43%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.37M 105,597 +27,695 +36%
DADC
15
D.A. Davidson & Co
Montana
$2.25M 100,087 +1,482 +2%
BFG
16
Bleakley Financial Group
New Jersey
$1.65M 73,344 +6,662 +10%
TCWM
17
Total Clarity Wealth Management
Illinois
$1.55M 69,237 +51,356 +287%
NCFG
18
New Century Financial Group
New Jersey
$1.52M 67,687 +8,151 +14%
CWM
19
Comprehensive Wealth Management
Washington
$1.27M 56,410 +37,775 +203%
Stifel Financial
20
Stifel Financial
Missouri
$1.15M 51,204 +11,037 +27%
EFS
21
Essex Financial Services
Connecticut
$1.13M 50,329 +3,788 +8%
BRWA
22
B. Riley Wealth Advisors
Florida
$990K 44,108 +4,524 +11%
KWM
23
Kingsview Wealth Management
Oregon
$914K 40,705 -6,035 -13%
MML Investors Services
24
MML Investors Services
Massachusetts
$900K 40,080 +6,831 +21%
FA
25
Fermata Advisors
California
$876K 39,027 -51,844 -57%
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