Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
12 hedge funds and large institutions have $693K invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $418K → $693K (+$274K)
20% more funds holding
Funds holding: 10 → 12 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
6.28% less ownership
Funds ownership: 19.05% → 12.77% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$271K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$28.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.1K |
| 4 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$41.6K |
| 2 |
NMG
New Millennium Group
Sandy,
Utah
|
-$746 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $323K | -$41.6K | -1,900 | -11% |
|
|
2
Jane Street
New York
| $269K | +$271K | +12,387 | New |
|
|
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $33.6K | – | – | – |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $28.2K | +$28.5K | +1,302 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $16.9K | +$17.1K | +779 | +77,900% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $10.8K | – | – | – |
|
|
Q1WB
7
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $7.38K | +$7.45K | +340 | New |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $1.69K | – | – | – |
|
|
RCM
9
Raleigh Capital Management
Cary,
North Carolina
| $907 | +$22 | +1 | +2% |
|
|
SFA
10
Semmax Financial Advisors
Winston Salem,
North Carolina
| $761 | – | – | – |
|
11
Morgan Stanley
New York
| $34 | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $13 | -$22 | -1 | -50% |
|
|
NMG
13
New Millennium Group
Sandy,
Utah
| – | -$746 | -34 | Closed |
|
VSHY Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q4 2024, worth a combined $693K — up 66% from $418K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VSHY positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $271K. The largest seller was Freedom Investment Management, cutting an estimated $41.6K.
- 12 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $693K of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q4 2024, up 66% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q4 2024 was Jane Street, an estimated $271K added.
- The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q4 2024 was Freedom Investment Management, an estimated $41.6K sold.
Based on aggregated 13F filings for Q4 2024.