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Virtus Newfleet Short Duration High Yield Bond ETF

14 hedge funds and large institutions have $1.51M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

56% more funds holding

Funds holding: 914 (+5)

26% more capital invested

Capital invested by funds: $1.2M → $1.51M (+$308K)

5.91% more ownership

Funds ownership: 29.83%35.75% (+5.9%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2022, worth a combined $1.51M — up 26% from $1.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VSHY positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $226K. The largest seller was Beacon Capital Management LLC (Tennessee), cutting an estimated $8.4K.

  • 14 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2022, up from 9 in Q3 2022.
  • Funds reported $1.51M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 6 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2022 was Jane Street, an estimated $226K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2022 was Beacon Capital Management LLC (Tennessee), an estimated $8.4K sold.

Based on aggregated 13F filings for Q4 2022.