Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
15 hedge funds and large institutions have $105M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
25% more funds holding
Funds holding: 12 → 15 (+3)
3.27% more ownership
Funds ownership: 96.25% → 99.53% (+3.3%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $107M → $105M (-$2.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.07M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$818K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.67K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$4.7M |
| 2 |
VF
Virtu Financial
New York
|
-$795K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$239K |
| 4 |
Jane Street
New York
|
-$231K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$224K |
VSHY Hedge Fund Activity: Q4 2017 in Review
15 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2017, worth a combined $105M — down 2.4% from $107M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VSHY positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.07M. The largest seller was Aviance Capital Management, cutting an estimated $4.7M.
- 15 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2017, up from 12 in Q3 2017.
- Funds reported $105M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2017, down 2.4% quarter-over-quarter.
- 6 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2017 was AE Wealth Management, an estimated $1.07M added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2017 was Aviance Capital Management, an estimated $4.7M sold.
Based on aggregated 13F filings for Q4 2017.