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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $214M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
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
18
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Peak Financial Management
Massachusetts
$6.91M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$76.8M
3
AFG
Atomi Financial Group
New York
$31.9M
4
LPL Financial
LPL Financial
California
$11.2M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$9.09M
2
NCFG
New Century Financial Group
New Jersey
$906K
3
CWM
Comprehensive Wealth Management
Washington
$0
4
AAS
Avantax Advisory Services
Texas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$76.8M +$3.9M +170,852 +5%
AFG
2
Atomi Financial Group
New York
$31.9M +$3.44M +150,891 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$17M -$853K -37,342 -5%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M +$1.88M +82,380 +15%
LPL Financial
5
LPL Financial
California
$11.2M +$3.26M +142,937 +41%
Stifel Financial
6
Stifel Financial
Missouri
$9.99M +$1.11M +48,685 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.09M -$3.14M -139,758 -26%
PFM
8
Peak Financial Management
Massachusetts
$6.91M +$6.91M +302,674 New
ARG
9
Advisory Resource Group
Oklahoma
$4.52M +$128K +5,620 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.15M -$122K -5,332 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.83M +$486K +21,275 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.38M -$198K -8,664 -6%
FTS
13
Fifth Third Securities
Ohio
$2.83M -$51.6K -2,260 -2%
DADC
14
D.A. Davidson & Co
Montana
$2.34M -$14K -612 -0.6%
BFG
15
Bleakley Financial Group
New Jersey
$2.34M +$632K +27,674 +37%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.64M +$57.3K +2,512 +4%
EFS
17
Essex Financial Services
Connecticut
$1.26M +$30.3K +1,325 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.23M +$180K +7,897 +17%
KWM
19
Kingsview Wealth Management
Oregon
$926K -$3.54K -155 -0.4%
EWA
20
EverSource Wealth Advisors
Alabama
$913K +$274K +11,983 +43%
NCFG
21
New Century Financial Group
New Jersey
$906K -$2.08M -91,241 -70%
WMP
22
Wealth Management Partners
Arizona
$771K +$771K +33,941 New
HWA
23
Heritage Wealth Architects
Minnesota
$708K -$13.3K -583 -2%
PA
24
PFG Advisors
Arizona
$566K -$41.6K -1,822 -7%
IWA
25
Integrity Wealth Advisors
California
$529K -$14.5K -637 -3%
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