Virtus Newfleet Short Duration Core Plus Bond

SDCP • ARCA

Virtus Newfleet Short Duration Core Plus Bond is an exchange-traded fund on ARCA. As of Q3 2025, 4 institutional investors hold shares in this ETF, with total holdings valued at $3.0M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $1.2M.

Overview

Overview of institutional ownership in SDCP as of Q3 2025

All Institutions

Institutions: 4
Value Held: $3.0M
Shares Held: 117.7K
Avg Position: $758.6K
Median Position: $885.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in SDCP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.2M 0.00% of portfolio	48.5K shares	Q3 2025 Held for 2 months	$341.99B
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	-	$1.2M 0.01% of portfolio	47.9K shares	Q3 2025 Held for 2 months	$15.5B
J JANE STREET GROUP, LLC Institution	-	$536.0K 0.00% of portfolio	20.8K shares	Q2 2025 Held for 5 months	$84.1B
Virtus Fixed Income Advisers, LLC Long Only Manager	Michael Aaron Angerthal President	$13.8K 0.01% of portfolio	535.0 shares	Q2 2025 Held for 5 months	$119.5M
FMR LLC Institution	-	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$1.92T

Net Capital Flow

Institutional buying and selling activity for SDCP in Q3 2025

Traded: +$2.5M
Buyers: 4
Sellers: 1
Total Bought: +$2.5M
Total Sold: −$26.0
Avg Position: $606.9K

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.2M +48.5K shares	$1.2M 48.5K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$1.2M +47.9K shares	$1.2M 47.9K shares
J JANE STREET GROUP, LLC Institution	+$48.9K +1.9K shares	$536.0K 20.8K shares
Virtus Fixed Income Advisers, LLC Long Only Manager	+$438.3 +17.0 shares	$13.8K 535.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$26.0 −1.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SDCP in Q3 2025

New Positions: 2
New Value: $2.5M
Exited Positions: 1
Exited Value: $26.0

New Positions

Institution	Position Value
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	$1.2M 48.5K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$1.2M 47.9K shares

Exited Positions

Institution	Previous Position
FMR LLC Institution	$26.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SDCP 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 SDCP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Virtus Fixed Income Advisers, LLC Long Only Manager	Michael Aaron Angerthal President	0.01% $13.8K	535.0 shares	Q2 2025 Held for 5 months	$119.5M
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	-	0.01% $1.2M	47.9K shares	Q3 2025 Held for 2 months	$15.5B
J JANE STREET GROUP, LLC Institution	-	0.00% $536.0K	20.8K shares	Q2 2025 Held for 5 months	$84.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	0.00% $1.2M	48.5K shares	Q3 2025 Held for 2 months	$341.99B
FMR LLC Institution	-	0.00% -	- shares	Q2 2025 Held for 5 months	$1.92T