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Virtus Newfleet Short Duration High Yield Bond ETF

20 hedge funds and large institutions have $56.4M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 12 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)

4.23% less ownership

Funds ownership: 108.92%104.69% (-4.2%)

9% less funds holding

Funds holding: 2220 (-2)

14% less capital invested

Capital invested by funds: $65.2M → $56.4M (-$8.83M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
4
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q1 2019 in Review

20 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2019, worth a combined $56.4M — down 14% from $65.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VSHY and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $616K. The largest seller was Susquehanna International Group, cutting an estimated $3.06M.

  • 20 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2019, down from 22 in Q4 2018.
  • Funds reported $56.4M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2019, down 14% quarter-over-quarter.
  • 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2019 and 5 closed out, a net change of -2 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2019 was Citadel Advisors, an estimated $616K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2019 was Susquehanna International Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2019.