Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
12 hedge funds and large institutions have $1.77M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
13.88% less ownership
Funds ownership: 68.37% → 54.48% (-14%)
20% less capital invested
Capital invested by funds: $2.2M → $1.77M (-$437K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$38.1K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$1.67K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$601 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$293K |
| 2 |
Jane Street
New York
|
-$56K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$49.1K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$39.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.2K |
VSHY Hedge Fund Activity: Q1 2024 in Review
12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2024, worth a combined $1.77M — down 20% from $2.2M a quarter earlier.
Fund positioning in VSHY was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 6 trimmed.
The largest buyer was Financial Gravity Asset Management, opening a new position worth an estimated $38.1K. The largest seller was AE Wealth Management, exiting entirely with an estimated $293K sold.
- 12 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $1.77M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2024, down 20% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2024 was Financial Gravity Asset Management, an estimated $38.1K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $293K sold.
Based on aggregated 13F filings for Q1 2024.