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Virtus Newfleet Short Duration High Yield Bond ETF

15 hedge funds and large institutions have $81.1M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

25% more funds holding

Funds holding: 1215 (+3)

15.51% more ownership

Funds ownership: 81.8%97.32% (+16%)

3% more capital invested

Capital invested by funds: $78.7M → $81.1M (+$2.37M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
6
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q2 2018 in Review

15 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q2 2018, worth a combined $81.1M — up 3% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VSHY positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $1.5M. The largest seller was Jane Street, cutting an estimated $273K.

  • 15 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2018, up from 12 in Q1 2018.
  • Funds reported $81.1M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2018, up 3% quarter-over-quarter.
  • 5 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q2 2018 was Aviance Capital Management, an estimated $1.5M added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q2 2018 was Jane Street, an estimated $273K sold.

Based on aggregated 13F filings for Q2 2018.