Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
9 hedge funds and large institutions have $1.2M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.
2.31% less ownership
Funds ownership: 32.14% → 29.83% (-2.3%)
10% less capital invested
Capital invested by funds: $1.33M → $1.2M (-$127K)
31% less funds holding
Funds holding: 13 → 9 (-4)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$135K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.44K |
| 3 |
JP Morgan Chase
New York
|
+$3.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$216K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.99K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.72K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$2K |
| 5 |
GFPC
Global Financial Private Client
Sarasota,
Florida
|
-$1.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $417K | -$6.72K | -319 | -2% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $412K | +$135K | +6,407 | +46% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $316K | -$8.99K | -427 | -3% |
|
|
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $40K | -$42 | -2 | -0.1% |
|
|
5
UBS Group
Zurich,
Switzerland
| $10K | +$4.44K | +211 | +68% |
|
|
6
JP Morgan Chase
New York
| $3K | +$3.41K | +162 | New |
|
|
NMG
7
New Millennium Group
Sandy,
Utah
| $1K | -$84 | -4 | -5% |
|
|
RCM
8
Raleigh Capital Management
Cary,
North Carolina
| $1K | – | – | – |
|
|
SFA
9
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1K | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$216K | -10,485 | Closed |
|
|
CA
11
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | -78 | Closed |
|
|
GFPC
12
Global Financial Private Client
Sarasota,
Florida
| – | -$1.6K | -77 | Closed |
|
VSHY Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2022, worth a combined $1.2M — down 9.6% from $1.33M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VSHY and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Freedom Investment Management, adding an estimated $135K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $216K sold.
- 9 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2022, down from 13 in Q2 2022.
- Funds reported $1.2M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
- 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2022 was Freedom Investment Management, an estimated $135K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2022 was Susquehanna International Group, an estimated $216K sold.
Based on aggregated 13F filings for Q3 2022.