Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Virtus ETF Trust II - Virtus AlphaSimplex Managed Futures ETF include Johnson & White Wealth Management, LLC, Raymond James Financial Inc, UBS Group AG, and Virtus ETF Advisers LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 159,287 | 153.06 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 500 | 11 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 19,682 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 198 | 4 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 275 | 6 |
