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Virtus Newfleet Short Duration High Yield Bond ETF

9 hedge funds and large institutions have $1.49M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 99 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

2.72% less ownership

Funds ownership: 50.33%47.61% (-2.7%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

29% less capital invested

Capital invested by funds: $2.11M → $1.49M (-$621K)

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
1
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q3 2023 in Review

9 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2023, worth a combined $1.49M — down 29% from $2.11M a quarter earlier.

Fund positioning in VSHY was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $274. The largest seller was GTS Securities, exiting entirely with an estimated $347K sold.

  • 9 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $1.49M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2023, down 29% quarter-over-quarter.
  • 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2023 was AE Wealth Management, an estimated $274 added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2023 was GTS Securities, an estimated $347K sold.

Based on aggregated 13F filings for Q3 2023.