Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
13 hedge funds and large institutions have $1.47M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
44% more funds holding
Funds holding: 9 → 13 (+4)
22% more capital invested
Capital invested by funds: $1.2M → $1.47M (+$270K)
5.9% more ownership
Funds ownership: 29.83% → 35.74% (+5.9%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$226K |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$14.5K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$12.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.8K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$3.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$8.4K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.85K |
| 3 |
JP Morgan Chase
New York
|
-$3K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$844 |
| 5 |
NMG
New Millennium Group
Sandy,
Utah
|
-$41 |
VSHY Hedge Fund Activity: Q4 2022 in Review
13 of the 6,238 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 $1.47M — up 22% from $1.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSHY positions and 1 closed out — a net gain of 4 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.
- 13 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2022, up from 9 in Q3 2022.
- Funds reported $1.47M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 5 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2022 and 1 closed out, a net change of +4 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.