NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

60 hedge funds and large institutions have $204M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$72.1M
AFG
2
Atomi Financial Group
New York
$28.1M
Raymond James Financial
3
Raymond James Financial
Florida
$17.6M
Osaic Holdings
4
Osaic Holdings
Arizona
$12.3M
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$12.2M
Stifel Financial
6
Stifel Financial
Missouri
$8.78M
LPL Financial
7
LPL Financial
California
$7.84M
ARG
8
Advisory Resource Group
Oklahoma
$4.34M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.22M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.54M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.31M
NCFG
12
New Century Financial Group
New Jersey
$2.96M
FTS
13
Fifth Third Securities
Ohio
$2.85M
DADC
14
D.A. Davidson & Co
Montana
$2.33M
BFG
15
Bleakley Financial Group
New Jersey
$1.69M
TCWM
16
Total Clarity Wealth Management
Illinois
$1.55M
CWM
17
Comprehensive Wealth Management
Washington
$1.53M
AAS
18
Avantax Advisory Services
Texas
$1.52M
EFS
19
Essex Financial Services
Connecticut
$1.22M
FTUS
20
Flow Traders U.S.
New York
$1.19M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.12M
MML Investors Services
22
MML Investors Services
Massachusetts
$1.04M
KWM
23
Kingsview Wealth Management
Oregon
$919K
BW
24
Balance Wealth
Ohio
$882K
FA
25
Fermata Advisors
California
$802K