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Virtus Real Asset Income ETF

18 hedge funds and large institutions have $122M invested in Virtus Real Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$115M -$6.22M -215,253 -5%
LPL Financial
2
LPL Financial
California
$2.25M -$8.53K -295 -0.4%
LWM
3
Ledge Wealth Management
Minnesota
$1.18M +$1.18M +40,857 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$895K +$455K +15,718 +103%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$797K -$363K -12,557 -31%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$564K +$562K +19,442 +36,004%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$467K -$43.1K -1,491 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$366K +$229K +7,922 +167%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$297K +$297K +10,307 New
AWC
10
Adamsbrown Wealth Consultants
Kansas
$239K -$26K -901 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$224K +$224K +7,731 New
VCP
12
Verus Capital Partners
Arizona
$217K +$217K +7,490 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$13K +$13K +445 New
Morgan Stanley
14
Morgan Stanley
New York
$8K +$8K +268 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7K +$6.97K +258 +25,800%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$29 +1 +1%
APA
17
American Portfolios Advisors
New York
$1.45K
Citadel Advisors
18
Citadel Advisors
Florida
-$895K -32,683 Closed
FPWM
19
FSB Premier Wealth Management
Iowa
-$35K -1,279 Closed
UBS Group
20
UBS Group
Switzerland
-$21K -774 Closed