Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
10 hedge funds and large institutions have $2.31M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
2.57% less ownership
Funds ownership: 40.49% → 37.91% (-2.6%)
6% less capital invested
Capital invested by funds: $2.46M → $2.31M (-$146K)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$283K |
| 2 |
Jane Street
New York
|
+$83.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$226K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$163K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$59.9K |
| 4 |
GFPC
Global Financial Private Client
Sarasota,
Florida
|
-$38.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citadel Advisors
Miami,
Florida
| $837K | -$6.2K | -254 | -0.7% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $508K | -$163K | -6,654 | -24% |
|
|
3
Jane Street
New York
| $338K | +$83.3K | +3,409 | +33% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $329K | -$59.9K | -2,452 | -15% |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $282K | +$283K | +11,574 | New |
|
|
GFPC
6
Global Financial Private Client
Sarasota,
Florida
| $7.52K | -$38.6K | -1,580 | -84% |
|
7
Morgan Stanley
New York
| $4K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $2K | +$2.44K | +100 | New |
|
|
APWA
9
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $1K | – | – | – |
|
|
SFA
10
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1K | – | – | – |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$226K | -9,317 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$29K | -1,175 | Closed |
|
|
GWMIA
13
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$2K | -88 | Closed |
|
VSHY Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2021, worth a combined $2.31M — down 6% from $2.46M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VSHY and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $283K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $226K sold.
- 10 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2021, down from 11 in Q4 2020.
- Funds reported $2.31M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2021, down 6% quarter-over-quarter.
- 2 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2021 and 3 closed out, a net change of -1 holder.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $283K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $226K sold.
Based on aggregated 13F filings for Q1 2021.