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Virtus Newfleet ABS/MBS ETF

11 hedge funds and large institutions have $43.7M invested in Virtus Newfleet ABS/MBS ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
3
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFIA
1
Virtus Fixed Income Advisers
Connecticut
$32.4M +$32.4M +1,321,518 New
CFD
2
Creative Financial Designs
Indiana
$4.8M +$4.8M +195,489 New
SWM
3
Stapp Wealth Management
Washington
$1.68M -$1.16M -47,228 -41%
PA
4
PFG Advisors
Arizona
$1.29M +$66.6K +2,711 +5%
Goldman Sachs
5
Goldman Sachs
New York
$1.19M +$1.19M +48,530 New
Jane Street
6
Jane Street
New York
$924K +$233K +9,511 +34%
HighTower Advisors
7
HighTower Advisors
Illinois
$850K +$327K +13,306 +62%
AWA
8
Aaron Wealth Advisors
Illinois
$530K
VEA
9
Virtus ETF Advisers
New York
$5.7K +$5.7K +232 New
Raymond James Financial
10
Raymond James Financial
Florida
$417 +$417 +17 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$25 +$25 +1 New
VIA
12
Virtus Investment Advisers
Connecticut
-$32.2M -1,321,000 Closed
FA
13
Fermata Advisors
California
-$399K -16,365 Closed
AAS
14
Avantax Advisory Services
Texas
-$327K -13,418 Closed
HF
15
HRT Financial
New York
-$251K -10,297 Closed
UBS Group
16
UBS Group
Switzerland
-$142K -5,840 Closed