Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
12 hedge funds and large institutions have $2.2M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
48% more capital invested
Capital invested by funds: $1.49M → $2.2M (+$714K)
33% more funds holding
Funds holding: 9 → 12 (+3)
20.75% more ownership
Funds ownership: 47.61% → 68.37% (+21%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$582K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$64.7K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37.7K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$14.2K |
| 5 |
Morgan Stanley
New York
|
+$42 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$35.5K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.9K |
| 3 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$83 |
| 4 |
NMG
New Millennium Group
Sandy,
Utah
|
-$21 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.02M | +$582K | +27,909 | +144% |
|
|
2
Citadel Advisors
Miami,
Florida
| $396K | -$35.5K | -1,703 | -8% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $357K | +$14.2K | +681 | +4% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $293K | -$13.9K | -664 | -5% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $66.7K | +$64.7K | +3,100 | New |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $39.1K | +$37.7K | +1,808 | New |
|
|
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $32.4K | -$83 | -4 | -0.3% |
|
|
NMG
8
New Millennium Group
Sandy,
Utah
| $968 | -$21 | -1 | -2% |
|
|
RCM
9
Raleigh Capital Management
Cary,
North Carolina
| $840 | +$21 | +1 | +3% |
|
|
SFA
10
Semmax Financial Advisors
Winston Salem,
North Carolina
| $744 | – | – | – |
|
|
11
Morgan Stanley
New York
| $64 | +$42 | +2 | New |
|
12
Wells Fargo
San Francisco,
California
| $39 | – | – | – |
|
VSHY Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2023, worth a combined $2.2M — up 48% from $1.49M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VSHY positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $582K. The largest seller was Citadel Advisors, cutting an estimated $35.5K.
- 12 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $2.2M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2023, up 48% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2023 was Jane Street, an estimated $582K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $35.5K sold.
Based on aggregated 13F filings for Q4 2023.