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Virtus Newfleet Multi-Sector Bond ETF

61 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 10 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $185M → $204M (+$19M)

0.39% more ownership

Funds ownership: 84.11%84.5% (+0.39%)

0% more funds holding

Funds holding: 6161 (0)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
24
Reduced
10
Closed
9
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 +$12.7M +562,994 +21%
AFG
2
Atomi Financial Group
New York
$28.1M +$4.06M +179,536 +17%
Raymond James Financial
3
Raymond James Financial
Florida
$17.6M +$1.86M +82,206 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.3M +$3.13M +138,613 +34%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$12.2M +$2.62M +116,119 +27%
Stifel Financial
6
Stifel Financial
Missouri
$8.78M +$7.63M +337,727 +660%
LPL Financial
7
LPL Financial
California
$7.84M -$2.61M -115,420 -25%
ARG
8
Advisory Resource Group
Oklahoma
$4.34M +$254K +11,242 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.22M +$1.5M +66,323 +55%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.54M -$7.14K -316 -0.2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.31M +$926K +40,947 +39%
NCFG
12
New Century Financial Group
New Jersey
$2.96M +$1.43M +63,245 +93%
FTS
13
Fifth Third Securities
Ohio
$2.85M +$269K +11,914 +10%
DADC
14
D.A. Davidson & Co
Montana
$2.33M +$68.6K +3,034 +3%
BFG
15
Bleakley Financial Group
New Jersey
$1.69M +$31.6K +1,396 +2%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.55M
CWM
17
Comprehensive Wealth Management
Washington
$1.53M +$256K +11,343 +20%
AAS
18
Avantax Advisory Services
Texas
$1.52M +$1.22M +54,018 +408%
EFS
19
Essex Financial Services
Connecticut
$1.22M +$83.5K +3,693 +7%
FTUS
20
Flow Traders U.S.
New York
$1.19M +$309K +13,673 +35%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.12M +$1.13M +49,832 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.04M +$137K +6,060 +15%
KWM
23
Kingsview Wealth Management
Oregon
$919K
BW
24
Balance Wealth
Ohio
$882K +$883K +39,085 New
FA
25
Fermata Advisors
California
$802K -$79.1K -3,499 -9%

NFLT Hedge Fund Activity: Q1 2025 in Review

61 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2025, worth a combined $204M — up 10% from $185M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NFLT positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $12.7M. The largest seller was Strategic Planning Group, exiting entirely with an estimated $15.1M sold.

  • 61 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $204M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 10 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2025 and 9 closed out, a net change of +1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $12.7M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2025 was Strategic Planning Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2025.