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Virtus Newfleet Short Duration High Yield Bond ETF
VSHY

14 hedge funds and large institutions have $25.7M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,608% more capital invested

Capital invested by funds: $693K → $25.7M (+$25M)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

70.17% more ownership

Funds ownership: 12.77% → 82.94% (+70%)

17% more funds holding

Funds holding: 12 → 14 (+2)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Virtus Investment Advisers
Connecticut
+$24.8M
2
P
&Partners
Tennessee
+$468K
3
Jane Street
Jane Street
New York
+$3.38K
4
VEA
Virtus ETF Advisers
New York
+$721

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$16.2K
2
FIM
Freedom Investment Management
Connecticut
-$14K
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.86K
4
RCM
Raleigh Capital Management
North Carolina
-$907
5
AWM
AE Wealth Management
Kansas
-$459
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$24.6M +$24.8M +1,134,000 New
P
2
&Partners
Tennessee
$464K +$468K +21,437 New
FIM
3
Freedom Investment Management
Connecticut
$309K -$14K -641 -4%
Jane Street
4
Jane Street
New York
$272K +$3.38K +155 +1%
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.7K -$1.86K -85 -5%
AWM
6
AE Wealth Management
Kansas
$27.7K -$459 -21 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.8K – – –
Q1WB
8
Quest 10 Wealth Builders
Virginia
$7.36K – – –
CA
9
CoreCap Advisors
Michigan
$1.69K – – –
UBS Group
10
UBS Group
Switzerland
$866 -$16.2K -740 -95%
SFA
11
Semmax Financial Advisors
North Carolina
$744 – – –
VEA
12
Virtus ETF Advisers
New York
$714 +$721 +33 New
Morgan Stanley
13
Morgan Stanley
New York
$23 – – –
Wells Fargo
14
Wells Fargo
California
$12 – – –
RCM
15
Raleigh Capital Management
North Carolina
– -$907 -42 Closed

VSHY Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q1 2025, worth a combined $25.7M — up 3,608% from $693K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VSHY positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $24.8M. The largest seller was UBS Group, cutting an estimated $16.2K.

  • 14 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $25.7M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q1 2025, up 3,608% quarter-over-quarter.
  • 3 funds opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q1 2025 was Virtus Investment Advisers, an estimated $24.8M added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q1 2025 was UBS Group, an estimated $16.2K sold.

Based on aggregated 13F filings for Q1 2025.