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Virtus Fixed Income Advisers, LLC

SEC CIK
0002079921
Latest filing
Aug 13, 2026

The latest 13F from Virtus Fixed Income Advisers, LLC covers Q2 2026 (filed Aug 13, 2026): 85 long positions worth $158.4M. The top 10 holdings make up 90.0% of the portfolio, and the largest is Virtus ETF Tr II at 61.2%. Livermore has 5 filings on Form 13F from this institution, going back to Q2 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
64
Est. +$15.5M
Added
6
Est. +$33.3M
Reduced
4
Est. −$1.61M
Sold out
2
Est. −$3.86M

Top 5 holdings

Share of this quarter's portfolio value

  1. Virtus ETF Tr II92790A603
    61.2%$97.0M
  2. Virtus ETF Tr II92790A207
    15.6%$24.6M
  3. Virtus ETF Tr II92790A405
    5.6%$8.95M
  4. SPDR Series Trust78468R622
    2.7%$4.28M
  5. Cable One, Inc.12685JAG0
    1.2%$1.88M

Biggest buys

New and added positions, by estimated amount bought

  1. Virtus ETF Tr II92790A603
    +$32.2MAdded
  2. MKS Inc55306NAB0
    +$753.6KNew
  3. Janus Detroit STR Tr47103U753
    +$640.9KNew
  4. Invesco Exch Traded FD Tr II46138G508
    +$628.6KAdded
  5. Snowflake Inc.833445AD1
    +$625.9KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Virtus ETF Tr II92790A603
    +8.32 pp52.9% → 61.2%
  2. MKS Inc55306NAB0
    +0.48 pp0.0% → 0.5%
  3. Janus Detroit STR Tr47103U753
    +0.40 pp0.0% → 0.4%
  4. Snowflake Inc.833445AD1
    +0.40 pp0.0% → 0.4%
  5. BA.PABoeing Co
    +0.38 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Winnebago Inds Inc974637AF7
    −$2.66MSold out
  2. SPDR Series Trust78468R622
    −$1.60MReduced
  3. Lumentum Hldgs Inc55024UAH2
    −$1.20MSold out
  4. Virtus ETF Tr II92790A207
    −$391.03Reduced
  5. Virtus ETF Tr II92790A801
    −$288.27Reduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Virtus ETF Tr II92790A207
    −4.36 pp19.9% → 15.6%
  2. Winnebago Inds Inc974637AF7
    −2.17 pp2.2% → 0.0%
  3. SPDR Series Trust78468R622
    −2.07 pp4.8% → 2.7%
  4. Lumentum Hldgs Inc55024UAH2
    −0.98 pp1.0% → 0.0%
  5. Virtus ETF Tr II92790A801
    0.00 pp<0.1% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$158.4M
+$35.9M (+29.3%) vs. prior quarter
Positions
85
+62 vs. prior quarter
Top 10 concentration
90.0%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
4.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2025), so positions held before then are understated.

13F filings by quarter

5 quarters, going back to Q2 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $158.4M (Q2 2026)

Q2 2025: $110.1MQ3 2025: $133.0MQ4 2025: $132.3MQ1 2026: $122.5MQ2 2026: $158.4M
Q2 2025Q2 2026
13F filings of Virtus Fixed Income Advisers, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202685$158.4MVirtus ETF Tr IIVirtus ETF Tr IIVirtus ETF Tr IIvs. Q1 2026SEC
Q1 2026May 13, 202623$122.5MVirtus ETF Tr IIVirtus ETF Tr IICable One, Inc.vs. Q4 2025SEC
Q4 2025Feb 12, 202623$132.3MVirtus ETF Tr IIVirtus ETF Tr IIVirtus ETF Tr IIvs. Q3 2025SEC
Q3 2025Nov 12, 202523$133.0MVirtus ETF Tr IIVirtus ETF Tr IIVirtus ETF Tr IIvs. Q2 2025SEC
Q2 2025Aug 13, 202526$110.1MVirtus ETF Tr IIVirtus ETF Tr IIVirtus ETF Tr II–SEC