Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
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 2 closing their positions.
2.73% less ownership
Funds ownership: 50.34% → 47.61% (-2.7%)
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
31% less capital invested
Capital invested by funds: $2.16M → $1.49M (-$665K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$274 |
| 2 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$21 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$347K |
| 2 |
Jane Street
New York
|
-$243K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$44.6K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$20.6K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $420K | -$4.53K | -215 | -1% |
|
|
2
Jane Street
New York
| $404K | -$243K | -11,545 | -37% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $333K | -$20.6K | -976 | -6% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $299K | +$274 | +13 | +0.1% |
|
|
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $32.6K | – | – | – |
|
|
NMG
6
New Millennium Group
Sandy,
Utah
| $960 | -$316 | -15 | -25% |
|
|
RCM
7
Raleigh Capital Management
Cary,
North Carolina
| $794 | +$21 | +1 | +3% |
|
|
SFA
8
Semmax Financial Advisors
Winston Salem,
North Carolina
| $719 | +$738 | +35 | New |
|
|
9
Wells Fargo
San Francisco,
California
| $39 | +$21 | +1 | +100% |
|
|
GS
10
GTS Securities
New York
| – | -$347K | -16,539 | Closed |
|
|
FGAM
11
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$44.6K | -21 | Closed |
|
VSHY Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 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 31% from $2.16M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of VSHY and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
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, down from 10 in Q2 2023.
- Funds reported $1.49M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2023, down 31% quarter-over-quarter.
- 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- 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.