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Virtus Newfleet Short Duration High Yield Bond ETF

12 hedge funds and large institutions have $128M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

140% more funds holding

Funds holding: 512 (+7)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

76% more capital invested

Capital invested by funds: $72.6M → $128M (+$54.9M)

2.54% more ownership

Funds ownership: 93.61%96.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
12
Holders Change
+7
Holders Change %
+140%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q1 2017 in Review

12 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2017, worth a combined $128M — up 76% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VSHY positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $48.1M. The largest seller was UBS Group, cutting an estimated $21.1K.

  • 12 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2017, up from 5 in Q4 2016.
  • Funds reported $128M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2017, up 76% quarter-over-quarter.
  • 9 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2017 was Aviance Capital Management, an estimated $48.1M added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2017 was UBS Group, an estimated $21.1K sold.

Based on aggregated 13F filings for Q1 2017.