We are live on ! Find out more
NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

60 hedge funds and large institutions have $218M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $204M → $218M (+$14.2M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 6160 (-1)

3.13% less ownership

Funds ownership: 84.5%81.37% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
20
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$76.8M +$3.84M +170,852 +5%
AFG
2
Atomi Financial Group
New York
$31.9M +$3.39M +150,891 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$17M -$839K -37,342 -5%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M +$1.85M +82,380 +15%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.9M +$413K +18,381 +3%
LPL Financial
6
LPL Financial
California
$11.2M +$3.21M +142,937 +41%
Stifel Financial
7
Stifel Financial
Missouri
$9.99M +$1.09M +48,685 +13%
PFM
8
Peak Financial Management
Massachusetts
$6.91M +$6.8M +302,674 New
ARG
9
Advisory Resource Group
Oklahoma
$4.52M +$126K +5,620 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.15M -$120K -5,332 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.83M +$478K +21,275 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.38M -$195K -8,664 -6%
FTS
13
Fifth Third Securities
Ohio
$2.83M -$50.8K -2,260 -2%
DADC
14
D.A. Davidson & Co
Montana
$2.34M -$13.8K -612 -0.6%
BFG
15
Bleakley Financial Group
New Jersey
$2.34M +$622K +27,674 +37%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.64M +$56.4K +2,512 +4%
EFS
17
Essex Financial Services
Connecticut
$1.26M +$29.8K +1,325 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.23M +$177K +7,897 +17%
KWM
19
Kingsview Wealth Management
Oregon
$926K -$3.48K -155 -0.4%
EWA
20
EverSource Wealth Advisors
Alabama
$913K +$269K +11,983 +43%
NCFG
21
New Century Financial Group
New Jersey
$906K -$2.05M -91,241 -70%
WMP
22
Wealth Management Partners
Arizona
$771K +$763K +33,941 New
HWA
23
Heritage Wealth Architects
Minnesota
$708K -$13.1K -583 -2%
PA
24
PFG Advisors
Arizona
$566K -$40.9K -1,822 -7%
IWA
25
Integrity Wealth Advisors
California
$529K -$14.3K -637 -3%

NFLT Hedge Fund Activity: Q2 2025 in Review

60 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q2 2025, worth a combined $218M — up 7% from $204M a quarter earlier.

Fund positioning in NFLT was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 16 trimmed.

The largest buyer was Peak Financial Management, opening a new position worth an estimated $6.8M. The largest seller was New Century Financial Group, cutting an estimated $2.05M.

  • 60 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $218M of Virtus Newfleet Multi-Sector Bond ETF stock for Q2 2025, up 7% quarter-over-quarter.
  • 11 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q2 2025 was Peak Financial Management, an estimated $6.8M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q2 2025 was New Century Financial Group, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2025.