Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
10 hedge funds and large institutions have $418K invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
23% less funds holding
Funds holding: 13 → 10 (-3)
34.33% less ownership
Funds ownership: 53.38% → 19.05% (-34%)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
76% less capital invested
Capital invested by funds: $1.71M → $418K (-$1.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$9.69K |
| 2 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$22 |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$932K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$353K |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$13.9K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.4K |
| 5 |
NMG
New Millennium Group
Sandy,
Utah
|
-$131 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $369K | +$9.69K | +445 | +3% |
|
|
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $34K | -$87 | -4 | -0.3% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $1.71K | – | – | – |
|
|
RCM
5
Raleigh Capital Management
Cary,
North Carolina
| $900 | +$22 | +1 | +3% |
|
|
SFA
6
Semmax Financial Advisors
Winston Salem,
North Carolina
| $760 | – | – | – |
|
|
NMG
7
New Millennium Group
Sandy,
Utah
| $746 | -$131 | -6 | -15% |
|
8
Morgan Stanley
New York
| $37 | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $22 | +$22 | +1 | New |
|
|
11
Jane Street
New York
| – | -$932K | -43,661 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$353K | -16,520 | Closed |
|
|
TWP
13
Triad Wealth Partners
Lawrence,
Kansas
| – | -$13.9K | -653 | Closed |
|
|
14
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$13.4K | -622 | Closed |
|
VSHY Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2024, worth a combined $418K — down 76% from $1.71M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VSHY and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Freedom Investment Management, adding an estimated $9.69K. The largest seller was Jane Street, exiting entirely with an estimated $932K sold.
- 10 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2024, down from 13 in Q2 2024.
- Funds reported $418K of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2024, down 76% quarter-over-quarter.
- 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2024 and 4 closed out, a net change of -3 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2024 was Freedom Investment Management, an estimated $9.69K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2024 was Jane Street, an estimated $932K sold.
Based on aggregated 13F filings for Q3 2024.