Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
10 hedge funds and large institutions have $2.64M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $2.41M → $2.64M (+$227K)
3.87% more ownership
Funds ownership: 39.04% → 42.91% (+3.9%)
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$250K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$32.7K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$31K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$50.6K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$22.3K |
| 3 |
Morgan Stanley
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $821K | +$250K | +10,160 | +44% |
|
|
2
Citadel Advisors
Miami,
Florida
| $758K | -$50.6K | -2,052 | -6% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $408K | -$22.3K | -905 | -5% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $337K | +$32.7K | +1,328 | +11% |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $300K | +$31K | +1,259 | +12% |
|
|
GFPC
6
Global Financial Private Client
Sarasota,
Florida
| $7.58K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $5K | +$1.41K | +57 | +36% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $2K | – | – | – |
|
|
APWA
9
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $1K | – | – | – |
|
|
SFA
10
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1K | – | – | – |
|
|
11
Morgan Stanley
New York
| – | -$4K | -166 | Closed |
|
VSHY Hedge Fund Activity: Q3 2021 in Review
10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2021, worth a combined $2.64M — up 9.4% from $2.41M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of VSHY and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $250K. The largest seller was Citadel Advisors, cutting an estimated $50.6K.
- 10 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2021, down from 12 in Q2 2021.
- Funds reported $2.64M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2021, up 9.4% quarter-over-quarter.
- 0 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2021 and 2 closed out, a net change of -2 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2021 was Jane Street, an estimated $250K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $50.6K sold.
Based on aggregated 13F filings for Q3 2021.