Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
10 hedge funds and large institutions have $2.16M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
51% more capital invested
Capital invested by funds: $1.43M → $2.16M (+$724K)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
16.21% more ownership
Funds ownership: 34.13% → 50.34% (+16%)
11% more funds holding
Funds holding: 9 → 10 (+1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$402K |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$439 |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$355 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$21 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$36.6K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$19.4K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$12.6K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.1K |
| 5 |
NMG
New Millennium Group
Sandy,
Utah
|
-$63 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $648K | +$402K | +19,229 | +165% |
|
|
2
Citadel Advisors
Miami,
Florida
| $426K | +$355 | +17 | +0.1% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $355K | -$36.6K | -1,751 | -9% |
|
|
GS
4
GTS Securities
New York
| $347K | +$346K | +16,539 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $300K | -$19.4K | -929 | -6% |
|
|
FGAM
6
Financial Gravity Asset Management
Lakeway,
Texas
| $44.6K | +$439 | +21 | New |
|
|
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $32.6K | -$21 | -1 | -0.1% |
|
|
NMG
8
New Millennium Group
Sandy,
Utah
| $1.28K | -$63 | -3 | -5% |
|
|
RCM
9
Raleigh Capital Management
Cary,
North Carolina
| $783 | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $20 | +$21 | +1 | New |
|
|
BAM
11
Belpointe Asset Management
Reno,
Nevada
| – | -$12.6K | -602 | Closed |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| – | -$2.1K | -100 | Closed |
|
VSHY Hedge Fund Activity: Q2 2023 in Review
10 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q2 2023, worth a combined $2.16M — up 51% from $1.43M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VSHY positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $402K. The largest seller was Freedom Investment Management, cutting an estimated $36.6K.
- 10 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $2.16M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2023, up 51% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q2 2023 was Jane Street, an estimated $402K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q2 2023 was Freedom Investment Management, an estimated $36.6K sold.
Based on aggregated 13F filings for Q2 2023.