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Virtus Newfleet Multi-Sector Bond ETF
NFLT

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

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $256M → $287M (+$31.4M)

12% more funds holding

Funds holding: 58 → 65 (+7)

1.25% more ownership

Funds ownership: 81.79% → 83.04% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$6.17M
2
LPL Financial
LPL Financial
California
+$4.94M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.43M
4
Stifel Financial
Stifel Financial
Missouri
+$2.94M
5
AFG
Atomi Financial Group
New York
+$1.85M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$884K
2
CQWA
Chokshi & Queen Wealth Advisors
California
-$356K
3
SA
Sonoma Allocations
California
-$232K
4
IWA
Integrity Wealth Advisors
California
-$168K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$61.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.4M +$6.17M +267,171 +7%
AFG
2
Atomi Financial Group
New York
$38M +$1.85M +80,148 +5%
LPL Financial
3
LPL Financial
California
$34.6M +$4.94M +213,718 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$20.4M +$3.43M +148,568 +20%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$15.2M +$768K +33,255 +5%
Stifel Financial
6
Stifel Financial
Missouri
$14.2M +$2.94M +127,451 +26%
PFM
7
Peak Financial Management
Massachusetts
$11.8M +$714K +30,909 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.4M +$88.8K +3,842 +0.9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.9M +$1.06M +46,089 +22%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.21M +$701K +30,327 +15%
MWM
11
Maridea Wealth Management
New York
$3.87M +$806K +34,895 +26%
BFG
12
Bleakley Financial Group
New Jersey
$3.53M +$513K +22,187 +17%
FTS
13
Fifth Third Securities
Ohio
$3.37M +$407K +17,629 +14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.2M -$61.3K -2,655 -2%
DADC
15
D.A. Davidson & Co
Montana
$2.37M -$20.4K -883 -0.9%
EFS
16
Essex Financial Services
Connecticut
$1.91M +$607K +26,256 +47%
BEI
17
Benjamin Edwards Inc
Missouri
$1.77M +$1.78M +76,928 New
TCWM
18
Total Clarity Wealth Management
Illinois
$1.73M +$135K +5,830 +8%
EWA
19
EverSource Wealth Advisors
Alabama
$1.6M +$297K +12,840 +23%
IA
20
IFP Advisors
Florida
$1.38M +$1.39M +59,993 New
MML Investors Services
21
MML Investors Services
Massachusetts
$1.32M +$132K +5,704 +11%
SF
22
Summit Financial
New Jersey
$1.09M +$659K +28,524 +151%
KWM
23
Kingsview Wealth Management
Oregon
$908K -$1.04K -45 -0.1%
VA
24
Valmark Advisers
Ohio
$901K +$236K +10,219 +35%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$850K +$335K +14,491 +65%
1
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NFLT Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2025, worth a combined $287M — up 12% from $256M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NFLT positions and 4 closed out — a net gain of 7 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $6.17M. The largest seller was Citadel Advisors, cutting an estimated $884K.

  • 65 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $287M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 11 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2025 was Retirement Planning Group (Kansas), an estimated $6.17M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $884K sold.

Based on aggregated 13F filings for Q4 2025.