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Virtus Newfleet Short Duration High Yield Bond ETF

13 hedge funds and large institutions have $1.71M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

18% more funds holding

Funds holding: 1113 (+2)

0.08% more ownership

Funds ownership: 53.3%53.38% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

1% less capital invested

Capital invested by funds: $1.73M → $1.71M (-$18.2K)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change

VSHY Hedge Fund Activity: Q2 2024 in Review

13 of the 6,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q2 2024, worth a combined $1.71M — down 1.1% from $1.73M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VSHY positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $43.4K. The largest seller was Citadel Advisors, cutting an estimated $23.5K.

  • 13 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2024, up from 11 in Q1 2024.
  • Funds reported $1.71M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q2 2024 was Freedom Investment Management, an estimated $43.4K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $23.5K sold.

Based on aggregated 13F filings for Q2 2024.