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Virtus Newfleet Short Duration High Yield Bond ETF

9 hedge funds and large institutions have $2.11M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $1.43M → $2.11M (+$679K)

16.2% more ownership

Funds ownership: 34.13%50.33% (+16%)

0% more funds holding

Funds holding: 99 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
9
Holders Change
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q2 2023 in Review

9 of the 6,384 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 $2.11M — up 47% from $1.43M a quarter earlier.

Fund positioning in VSHY was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 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.

  • 9 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $2.11M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2023, up 47% quarter-over-quarter.
  • 2 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • 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.