Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
9 hedge funds and large institutions have $1.43M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.
1.62% less ownership
Funds ownership: 35.75% → 34.13% (-1.6%)
5% less capital invested
Capital invested by funds: $1.51M → $1.43M (-$78.2K)
36% less funds holding
Funds holding: 14 → 9 (-5)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$14.4K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$2.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$41.3K |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$38.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.5K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$14.8K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citadel Advisors
Miami,
Florida
| $426K | – | – | – |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $391K | -$41.3K | -1,968 | -10% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $319K | -$8.6K | -410 | -3% |
|
|
4
Jane Street
New York
| $245K | +$14.4K | +684 | +6% |
|
|
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $32.6K | -$84 | -4 | -0.3% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $12.6K | – | – | – |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $2.1K | +$2.1K | +100 | New |
|
|
NMG
8
New Millennium Group
Sandy,
Utah
| $1.33K | -$105 | -5 | -7% |
|
|
RCM
9
Raleigh Capital Management
Cary,
North Carolina
| $770 | -$734 | -35 | -49% |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$15.5K | -753 | Closed |
|
|
AWM
11
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$14.8K | -706 | Closed |
|
|
FGAM
12
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$38.8K | -21 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
VSHY Hedge Fund Activity: Q1 2023 in Review
9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2023, worth a combined $1.43M — down 5.2% from $1.51M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VSHY and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, adding an estimated $14.4K. The largest seller was Freedom Investment Management, cutting an estimated $41.3K.
- 9 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2023, down from 14 in Q4 2022.
- Funds reported $1.43M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2023, down 5.2% quarter-over-quarter.
- 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2023 was Jane Street, an estimated $14.4K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2023 was Freedom Investment Management, an estimated $41.3K sold.
Based on aggregated 13F filings for Q1 2023.