Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
13 hedge funds and large institutions have $1.33M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
16.28% less ownership
Funds ownership: 48.42% → 32.14% (-16%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
53% less capital invested
Capital invested by funds: $2.81M → $1.33M (-$1.49M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$79.6K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$1.72K |
| 3 |
NMG
New Millennium Group
Sandy,
Utah
|
+$1.65K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$66 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$33.7K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$20.1K |
| 5 |
GFPC
Global Financial Private Client
Sarasota,
Florida
|
-$3.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $432K | -$20.1K | -914 | -4% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $331K | +$79.6K | +3,618 | +29% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $290K | -$33.7K | -1,531 | -10% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $216K | -$121K | -5,481 | -34% |
|
|
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $46K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $6K | – | – | – |
|
|
NMG
7
New Millennium Group
Sandy,
Utah
| $2K | +$1.65K | +75 | New |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $2K | +$1.72K | +78 | New |
|
|
GFPC
9
Global Financial Private Client
Sarasota,
Florida
| $1.6K | -$3.39K | -154 | -67% |
|
|
SFA
10
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1K | – | – | – |
|
|
RCM
11
Raleigh Capital Management
Cary,
North Carolina
| $1K | +$22 | +1 | +3% |
|
|
12
Jane Street
New York
| – | -$1.22M | -52,455 | Closed |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | +$22 | +1 | New |
|
|
14
Osaic Holdings
Scottsdale,
Arizona
| – | +$66 | +3 | New |
|
VSHY Hedge Fund Activity: Q2 2022 in Review
13 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q2 2022, worth a combined $1.33M — down 53% from $2.81M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VSHY positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $79.6K. The largest seller was Jane Street, exiting entirely with an estimated $1.22M sold.
- 13 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2022, up from 10 in Q1 2022.
- Funds reported $1.33M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2022, down 53% quarter-over-quarter.
- 4 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q2 2022 was AE Wealth Management, an estimated $79.6K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q2 2022 was Jane Street, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2022.