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Virtus Newfleet Short Duration High Yield Bond ETF

11 hedge funds and large institutions have $2.78M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.93% more ownership

Funds ownership: 37.03%39.95% (+2.9%)

6% less capital invested

Capital invested by funds: $2.95M → $2.78M (-$169K)

31% less funds holding

Funds holding: 1611 (-5)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
11
Holders Change
-5
Holders Change %
-31.25%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q3 2020 in Review

11 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2020, worth a combined $2.78M — down 5.7% from $2.95M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VSHY and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Flow Traders U.S., adding an estimated $40.9K. The largest seller was AE Wealth Management, cutting an estimated $200K.

  • 11 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2020, down from 16 in Q2 2020.
  • Funds reported $2.78M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2020, down 5.7% quarter-over-quarter.
  • 0 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2020 and 4 closed out, a net change of -4 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2020 was Flow Traders U.S., an estimated $40.9K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2020 was AE Wealth Management, an estimated $200K sold.

Based on aggregated 13F filings for Q3 2020.