Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
14 hedge funds and large institutions have $81M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
1.65% more ownership
Funds ownership: 97.32% → 98.97% (+1.7%)
0% less capital invested
Capital invested by funds: $81.1M → $81M (-$110K)
7% less funds holding
Funds holding: 15 → 14 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.85M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.18M |
| 3 |
Jane Street
New York
|
+$929K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$665K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$6.43M |
| 2 |
VF
Virtu Financial
New York
|
-$689K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$21K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.3K |
| 5 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$5K |
VSHY Hedge Fund Activity: Q3 2018 in Review
14 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2018, worth a combined $81M — down 0.14% from $81.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VSHY and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.
The largest buyer was AE Wealth Management, adding an estimated $3.85M. The largest seller was Aviance Capital Management, cutting an estimated $6.43M.
- 14 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2018, down from 15 in Q2 2018.
- Funds reported $81M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2018, down 0.14% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2018 and 4 closed out, a net change of -1 holder.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2018 was AE Wealth Management, an estimated $3.85M added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2018 was Aviance Capital Management, an estimated $6.43M sold.
Based on aggregated 13F filings for Q3 2018.