Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
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 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $1.77M → $1.71M (-$56.6K)
1.1% less ownership
Funds ownership: 54.48% → 53.38% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$43.4K |
| 2 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$14K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.3K |
| 4 |
NMG
New Millennium Group
Sandy,
Utah
|
+$855 |
| 5 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$21 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$38.4K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$23.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.5K |
| 4 |
Jane Street
New York
|
-$21.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$605 |
VSHY Hedge Fund Activity: Q2 2024 in Review
13 of the 6,925 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 3.2% from $1.77M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VSHY positions and 2 closed out — a net gain of 1 holder — 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 Financial Gravity Asset Management, exiting entirely with an estimated $38.4K sold.
- 13 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $1.71M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- 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 Financial Gravity Asset Management, an estimated $38.4K sold.
Based on aggregated 13F filings for Q2 2024.