V
Virtus Newfleet Multi-Sector Bond
NFLT • ARCA
Virtus Newfleet Multi-Sector Bond is an exchange-traded fund on ARCA. As of Q3 2025, 53 institutional investors hold shares in this ETF, with total holdings valued at $247.1M. Retirement Planning Group is the largest holder with a position valued at $84.3M.
Overview
Overview of institutional ownership in NFLT as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $247.1M
- Shares Held
- 10.7M
- Avg Position
- $4.7M
- Median Position
- $516.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.2M
- Shares Held
- 52.1K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in NFLT as of Q3 2025
| Institution | Position Value |
|---|---|
 Retirement Planning Group RIA/Wealth | $84.3M 2.93% of portfolio |
 Atomi Financial Group, Inc. RIA/Wealth | $36.2M 1.17% of portfolio |
L LPL Financial LLC Institution | $29.7M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $17.0M 0.01% of portfolio |
$14.4M 2.77% of portfolio | |
S STIFEL FINANCIAL CORP Long Only Manager | $11.2M 0.01% of portfolio |
 Peak Financial Management, Inc. RIA/Wealth | $11.1M 2.93% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.3M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.5M 0.00% of portfolio |
 Maridea Wealth Management LLC RIA/Wealth | $3.1M 0.48% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NFLT in Q3 2025
- Traded
- +$35.5M
- Buyers
- 32
- Sellers
- 20
- Total Bought
- +$44.2M
- Total Sold
- −$8.7M
- Avg Position
- $4.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$18.4M +798.9K shares |
Retirement Planning Group RIA/Wealth | +$6.7M +291.9K shares |
Peak Financial Management, Inc. RIA/Wealth | +$4.1M +177.9K shares |
Atomi Financial Group, Inc. RIA/Wealth | +$4.1M +175.9K shares |
Maridea Wealth Management LLC RIA/Wealth | +$3.1M +133.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.2M +52.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$1.2M +-2.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.1M +49.4K shares |
 Sonoma Allocations LLC RIA/Wealth | +$856.7K +37.0K shares |
 Bleakley Financial Group, LLC RIA/Wealth | +$664.0K +28.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Advisory Resource Group RIA/Wealth | −$4.5M −198.1K shares |
A Advisor Group Holdings, Inc. Institution | −$2.6M −114.1K shares |
N New Century Financial Group, LLC RIA/Wealth | −$696.4K −30.2K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$246.8K −10.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$178.8K −7.8K shares |
 Wealth Management Partners, LLC RIA/Wealth | −$81.0K −3.5K shares |
 PFG Advisors RIA/Wealth | −$77.3K −3.4K shares |
 Total Clarity Wealth Management, Inc. RIA/Wealth | −$56.1K −2.4K shares |
−$50.5K −2.2K shares | |
B Beacon Capital Management, LLC RIA/Wealth | −$44.4K −1.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NFLT in Q3 2025
- New Positions
- 7
- New Value
- $5.6M
- Exited Positions
- 9
- Exited Value
- $4.9M
New Positions
| Institution | Position Value |
|---|---|
Maridea Wealth Management LLC RIA/Wealth | $3.1M 133.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $1.2M 51.6K shares |
Sonoma Allocations LLC RIA/Wealth | $856.7K 37.0K shares |
 Summit Financial, LLC RIA/Wealth | $434.8K 18.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $29.2K 1.3K shares |
F FLOW TRADERS U.S. LLC Institution | - - shares |
R ROYAL BANK OF CANADA Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Advisory Resource Group RIA/Wealth | $4.5M 198.1K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $246.8K 10.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | $44.4K 1.9K shares |
F FARMERS & MERCHANTS INVESTMENTS INC Institution | $30.8K 1.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $6.1K 270.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $1.4K 62.0 shares |
 FMR LLC Institution | $228.0 10.0 shares |
F FLOW TRADERS U.S. LLC Institution | - 17.5K shares |
R ROYAL BANK OF CANADA Institution | - 1.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in NFLT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NFLT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Peak Financial Management, Inc. RIA/Wealth | 2.93% $11.1M |
Retirement Planning Group RIA/Wealth | 2.93% $84.3M |
2.77% $14.4M | |
Atomi Financial Group, Inc. RIA/Wealth | 1.17% $36.2M |
B Bright Futures Wealth Management, LLC. RIA/Wealth | 0.57% $707.5K |
Maridea Wealth Management LLC RIA/Wealth | 0.48% $3.1M |
 Heritage Wealth Architects, Inc. RIA/Wealth | 0.45% $719.4K |
Total Clarity Wealth Management, Inc. RIA/Wealth | 0.42% $1.6M |
N New Century Financial Group, LLC RIA/Wealth | 0.39% $219.1K |
 Financial Network Wealth Advisors LLC RIA/Wealth | 0.32% $295.8K |
Hedge Fund Spotlight
Discover hedge funds investing in NFLT
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Virtus Newfleet Multi-Sector Bond
- Market Value
- $1.2M
- Shares Held
- 52.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
