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Virtus Newfleet Short Duration High Yield Bond ETF

12 hedge funds and large institutions have $78.7M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17.72% less ownership

Funds ownership: 99.53%81.8% (-18%)

20% less funds holding

Funds holding: 1512 (-3)

25% less capital invested

Capital invested by funds: $105M → $78.7M (-$26.1M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 6

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q1 2018 in Review

12 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2018, worth a combined $78.7M — down 25% from $105M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VSHY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 0 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $20.5K. The largest seller was Aviance Capital Management, cutting an estimated $22.5M.

  • 12 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2018, down from 15 in Q4 2017.
  • Funds reported $78.7M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2018, down 25% quarter-over-quarter.
  • 2 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2018 and 5 closed out, a net change of -3 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2018 was Deutsche Bank, an estimated $20.5K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2018 was Aviance Capital Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2018.