Who Owns VABS?

Virtus Newfleet Securitized Income ETF — Institutional Ownership & 13F Holdings

$24.18

+0.02 (+0.08%)

Market Cap

$78.2M

Shares Outstanding

3,201,038

Institutional Holders

10

Total Inst. Value

$38.9M

% of Float Held

QoQ Holder Change

+4

Institutional data as of Q1 2025

New Positions

6

Closed Positions

1

Increased

3

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Virtus Investment Advisers, LLCNew$32.2M1,321,000
2STAPP WEALTH MANAGEMENT, PLLCNew$2.8M115,693
3PFG Advisors$1.2M49,844
4JANE STREET GROUP, LLC$686K28,114
5Aaron Wealth Advisors LLC$527K21,591
6HighTower Advisors, LLC$520K21,325
7Fermata Advisors, LLCNew$399K16,365
8AVANTAX ADVISORY SERVICES, INC.New$327K13,418
9UBS Group AGNew$142K5,840
10HRT FINANCIAL LPNew$25110,297

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
Aaron Wealth Advisors LLC-41$527K

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Frequently Asked Questions

How many institutional investors hold VABS?

As of Q1 2025, 10 institutional investors report holding VABS (Virtus Newfleet Securitized Income ETF) in their 13F filings.

Which hedge fund owns the most VABS?

The largest institutional holder of VABS is Virtus Investment Advisers, LLC with $32.2M in shares.

Are institutions buying or selling VABS?

This quarter, 6 institutions opened new positions in VABS and 1 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.