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Virtus Newfleet Short Duration High Yield Bond ETF

12 hedge funds and large institutions have $107M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

8% less capital invested

Capital invested by funds: $116M → $107M (-$8.84M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.24M
2 +$521K
3 +$282K
4
Morgan Stanley
Morgan Stanley
New York
+$22K
5
BF
BOK Financial
Oklahoma
+$5K

Top Sellers

1 -$8.17M
2 -$590K
3 -$245K
4
UBS Group
UBS Group
Switzerland
-$22.6K
5
TSS
Two Sigma Securities
New York
-$21.6K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$102M
2
$1.38M
3
$1.24M
4
$1.09M
5
$984K
6
$239K
7
$224K
8
$38K
9
$22K
10
$5K
11
$5K
12
$3K
13
14