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Virtus Newfleet Short Duration High Yield Bond ETF
VSHY

5 hedge funds and large institutions have $72.6M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.61% more ownership

Funds ownership: 0% → 93.61% (+94%)

Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
+$72M
2
UBS Group
UBS Group
Switzerland
+$26.1K
3
AWMS
Advocacy Wealth Management Services
Georgia
+$3.62K
4
Creative Planning
Creative Planning
Kansas
+$3.62K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Aviance Capital Management
Florida
$72.1M +$72M +2,881,867 New
AWM
2
AE Wealth Management
Kansas
$465K +$465K +18,599 New
UBS Group
3
UBS Group
Switzerland
$26K +$26.1K +1,045 New
AWMS
4
Advocacy Wealth Management Services
Georgia
$4K +$3.62K +145 New
Creative Planning
5
Creative Planning
Kansas
$4K +$3.62K +145 New

VSHY Hedge Fund Activity: Q4 2016 in Review

5 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2016, worth a combined $72.6M.

Buyers outnumbered sellers: 5 funds opened new VSHY positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $72M.

  • 5 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2016, up from 0 in Q3 2016.
  • Funds reported $72.6M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2016.
  • 5 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2016 and 0 closed out, a net change of +5 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2016 was Aviance Capital Management, an estimated $72M added.

Based on aggregated 13F filings for Q4 2016.