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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

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
-1
Holders Change %
-1.64%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
24
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$12.7M
2
Stifel Financial
Stifel Financial
Missouri
+$7.62M
3
AFG
Atomi Financial Group
New York
+$4.05M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.13M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$2.62M

Top Sellers

1
SPG
Strategic Planning Group
Utah
-$15.1M
2
WWM
WJ Wealth Management
Arizona
-$3.46M
3
LPL Financial
LPL Financial
California
-$2.61M
4
PA
PFG Advisors
Arizona
-$2.43M
5
HighTower Advisors
HighTower Advisors
Illinois
-$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$72.1M +$12.7M +562,994 +21%
AFG
2
Atomi Financial Group
New York
$28.1M +$4.05M +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 +$7.62M +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 -$7.13K -316 -0.2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.31M +$924K +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 +$68.5K +3,034 +3%
BFG
15
Bleakley Financial Group
New Jersey
$1.69M +$31.5K +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 +$83.4K +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 +$1.12M +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 +$882K +39,085 New
FA
25
Fermata Advisors
California
$802K -$79K -3,499 -9%
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