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Virtus Newfleet Short Duration High Yield Bond ETF
VSHY

14 hedge funds and large institutions have $26.3M invested in Virtus Newfleet Short Duration High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $26.3M → $26.3M (-$1.7K)

0.51% less ownership

Funds ownership: 85.73% → 85.22% (-0.51%)

18% less funds holding

Funds holding: 17 → 14 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$58.8K
2
Jane Street
Jane Street
New York
+$45.6K
3
P
&Partners
Tennessee
+$42.6K
4
AssetMark Inc
AssetMark Inc
California
+$19.3K

Top Sellers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
-$289K
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$31.9K
3
UBS Group
UBS Group
Switzerland
-$874
4
Q1WB
Quest 10 Wealth Builders
Virginia
-$88
5
VEA
Virtus ETF Advisers
New York
-$22
Name Holding Trade Value Shares
Change 		Change in
Stake
VFIA
1
Virtus Fixed Income Advisers
Connecticut
$24.9M – – –
P
2
&Partners
Tennessee
$737K +$42.6K +1,946 +6%
Jane Street
3
Jane Street
New York
$293K +$45.6K +2,083 +19%
NA
4
NewEdge Advisors
Louisiana
$283K +$58.8K +2,684 +26%
AssetMark Inc
5
AssetMark Inc
California
$19.4K +$19.3K +883 New
AWM
6
AE Wealth Management
Kansas
$13.5K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$10.9K – – –
Q1WB
8
Quest 10 Wealth Builders
Virginia
$7.38K -$88 -4 -1%
SPIA
9
Steward Partners Investment Advisory
New York
$5.76K – – –
CA
10
CoreCap Advisors
Michigan
$1.71K – – –
VEA
11
Virtus ETF Advisers
New York
$747 -$22 -1 -3%
Wells Fargo
12
Wells Fargo
California
$32 – – –
Morgan Stanley
13
Morgan Stanley
New York
$28 – – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$22 – – –
FIM
15
Freedom Investment Management
Connecticut
– -$289K -13,245 Closed
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$31.9K -1,462 Closed
UBS Group
17
UBS Group
Switzerland
– -$874 -40 Closed

VSHY Hedge Fund Activity: Q3 2025 in Review

14 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) for Q3 2025, worth a combined $26.3M — down 0.01% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VSHY and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was NewEdge Advisors, adding an estimated $58.8K. The largest seller was Freedom Investment Management, exiting entirely with an estimated $289K sold.

  • 14 institutional investors held Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) as of Q3 2025, down from 17 in Q2 2025.
  • Funds reported $26.3M of Virtus Newfleet Short Duration High Yield Bond ETF stock for Q3 2025, down 0.01% quarter-over-quarter.
  • 1 fund opened new Virtus Newfleet Short Duration High Yield Bond ETF positions in Q3 2025 and 3 closed out, a net change of -2 holders.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $58.8K added.
  • The largest Virtus Newfleet Short Duration High Yield Bond ETF seller in Q3 2025 was Freedom Investment Management, an estimated $289K sold.

Based on aggregated 13F filings for Q3 2025.