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Virtus Newfleet Multi-Sector Bond ETF

58 hedge funds and large institutions have $256M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $218M → $256M (+$37.3M)

0.42% more ownership

Funds ownership: 81.37%81.79% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6058 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
25
Reduced
16
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
$84.3M +$6.69M +291,908 +9%
AFG
2
Atomi Financial Group
New York
$36.2M +$4.03M +175,945 +13%
LPL Financial
3
LPL Financial
California
$29.7M +$18.3M +798,850 +163%
Raymond James Financial
4
Raymond James Financial
Florida
$17M -$178K -7,752 -1%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$14.4M +$55K +2,401 +0.4%
Stifel Financial
6
Stifel Financial
Missouri
$11.2M +$1.13M +49,363 +11%
PFM
7
Peak Financial Management
Massachusetts
$11.1M +$4.08M +177,932 +59%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.3M -$2.62M -114,117 -20%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.84M +$966K +42,134 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.52M +$322K +14,055 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.27M -$147K -6,398 -4%
MWM
12
Maridea Wealth Management
New York
$3.07M +$3.05M +133,086 New
BFG
13
Bleakley Financial Group
New Jersey
$3.03M +$660K +28,789 +28%
FTS
14
Fifth Third Securities
Ohio
$2.97M +$111K +4,821 +4%
DADC
15
D.A. Davidson & Co
Montana
$2.39M +$27.6K +1,206 +1%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.6M -$55.7K -2,431 -3%
EFS
17
Essex Financial Services
Connecticut
$1.3M +$25.6K +1,116 +2%
EWA
18
EverSource Wealth Advisors
Alabama
$1.3M +$376K +16,420 +41%
Citadel Advisors
19
Citadel Advisors
Florida
$1.2M +$1.19M +52,050 New
MML Investors Services
20
MML Investors Services
Massachusetts
$1.19M -$56.6K -2,469 -5%
KWM
21
Kingsview Wealth Management
Oregon
$910K -$25.2K -1,100 -3%
SA
22
Sonoma Allocations
California
$857K +$847K +36,957 New
HWA
23
Heritage Wealth Architects
Minnesota
$719K +$4.4K +192 +0.6%
BFWM
24
Bright Futures Wealth Management
New York
$708K +$703K +30,675 New
WMP
25
Wealth Management Partners
Arizona
$702K -$80.5K -3,511 -10%

NFLT Hedge Fund Activity: Q3 2025 in Review

58 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q3 2025, worth a combined $256M — up 17% from $218M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NFLT and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 25 added.

The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $4.52M sold.

  • 58 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q3 2025, down from 60 in Q2 2025.
  • Funds reported $256M of Virtus Newfleet Multi-Sector Bond ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 8 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $18.3M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q3 2025 was Advisory Resource Group, an estimated $4.52M sold.

Based on aggregated 13F filings for Q3 2025.