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Virtus Newfleet Short Duration High Yield Bond ETF

22 hedge funds and large institutions have $65.2M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

57% more funds holding

Funds holding: 1422 (+8)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

9.95% more ownership

Funds ownership: 98.97%108.92% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less capital invested

Capital invested by funds: $81M → $65.2M (-$15.8M)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q4 2018 in Review

22 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2018, worth a combined $65.2M — down 19% from $81M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VSHY positions and 3 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.89M. The largest seller was Aviance Capital Management, cutting an estimated $20.6M.

  • 22 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2018, up from 14 in Q3 2018.
  • Funds reported $65.2M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2018, down 19% quarter-over-quarter.
  • 11 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2018 and 3 closed out, a net change of +8 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $1.89M added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2018 was Aviance Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2018.