VIRTUS NEWFLEET SD (SDCP) Institutional Ownership Changes & 13F Activity
VIRTUS NEWFLEET SD (SDCP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vestgen Advisors, Llc, Envestnet Asset Management Inc, &Partners, and Virtus Fixed Income Advisers, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,562 | +4.4% | 61,398 | $1.57M | Q2 2026 | Sep 23, 2026 |
| &Partners | Buy | +2,410 | +4.1% | 60,826 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Virtus Fixed Income Advisers, Llc | Buy | +10 | +1.8% | 552 | $14.12K | Q2 2026 | Aug 13, 2026 |
| Vestgen Advisors, Llc | Buy | +10,289 | +75.5% | 23,914 | $611.72K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about SDCP activity
Which institutional owners are buying SDCP?
Institutional owners buying SDCP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SDCP activity?
"Buy" means an investor increased their reported position in SDCP compared to the prior reporting period. This reflects growing exposure to VIRTUS NEWFLEET SD (SDCP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SDCP increasing?
Institutional interest in SDCP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.