NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

65 hedge funds and large institutions have $287M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.4M
AFG
2
Atomi Financial Group
New York
$38M
LPL Financial
3
LPL Financial
California
$34.6M
Raymond James Financial
4
Raymond James Financial
Florida
$20.4M
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$15.2M
Stifel Financial
6
Stifel Financial
Missouri
$14.2M
PFM
7
Peak Financial Management
Massachusetts
$11.8M
Osaic Holdings
8
Osaic Holdings
Arizona
$10.4M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.9M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.21M
MWM
11
Maridea Wealth Management
New York
$3.87M
BFG
12
Bleakley Financial Group
New Jersey
$3.53M
FTS
13
Fifth Third Securities
Ohio
$3.37M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.2M
DADC
15
D.A. Davidson & Co
Montana
$2.37M
EFS
16
Essex Financial Services
Connecticut
$1.91M
BEI
17
Benjamin Edwards Inc
Missouri
$1.77M
TCWM
18
Total Clarity Wealth Management
Illinois
$1.73M
EWA
19
EverSource Wealth Advisors
Alabama
$1.6M
IA
20
IFP Advisors
Florida
$1.38M
MML Investors Services
21
MML Investors Services
Massachusetts
$1.32M
SF
22
Summit Financial
New Jersey
$1.09M
KWM
23
Kingsview Wealth Management
Oregon
$908K
VA
24
Valmark Advisers
Ohio
$901K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$850K