Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
9 hedge funds and large institutions have $2.8M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $2.64M → $2.8M (+$157K)
2.99% more ownership
Funds ownership: 42.91% → 45.91% (+3%)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$386K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$23.2K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.01K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$25.7K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2K |
| 4 |
GFPC
Global Financial Private Client
Sarasota,
Florida
|
-$1.88K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.2M | +$386K | +15,795 | +47% |
|
|
2
Citadel Advisors
Miami,
Florida
| $544K | -$208K | -8,503 | -28% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $411K | +$7.01K | +287 | +2% |
|
|
FIM
4
Freedom Investment Management
Hartford,
Connecticut
| $320K | +$23.2K | +950 | +8% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $308K | -$25.7K | -1,054 | -8% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8K | +$2.27K | +93 | +43% |
|
|
GFPC
7
Global Financial Private Client
Sarasota,
Florida
| $5.63K | -$1.88K | -77 | -25% |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $3K | +$3.42K | +140 | New |
|
|
SFA
9
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| – | -$2K | -100 | Closed |
|
|
APWA
11
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$1K | -50 | Closed |
|
VSHY Hedge Fund Activity: Q4 2021 in Review
9 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2021, worth a combined $2.8M — up 5.9% from $2.64M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of VSHY and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $386K. The largest seller was Citadel Advisors, cutting an estimated $208K.
- 9 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2021, down from 10 in Q3 2021.
- Funds reported $2.8M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2021, up 5.9% quarter-over-quarter.
- 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2021 was Jane Street, an estimated $386K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $208K sold.
Based on aggregated 13F filings for Q4 2021.