Who Owns VSHY?
Virtus Newfleet Short Duration High Yield Bond ETF — Institutional Ownership & 13F Holdings
$21.73
+0.01 (+0.04%)
Market Cap
$30.7M
Shares Outstanding
1,390,470
Institutional Holders
13
Total Inst. Value
$25.4M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
1
Increased
1
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Virtus Investment Advisers, LLCNew | $24.6M | 1,134,000 |
| 2 | &PARTNERSNew | $464K | 21,437 |
| 3 | JANE STREET GROUP, LLC | $272K | 12,542 |
| 4 | Beacon Capital Management, LLC | $32K | 1,462 |
| 5 | AE Wealth Management LLC | $28K | 1,281 |
| 6 | OSAIC HOLDINGS, INC. | $11K | 500 |
| 7 | Quest 10 Wealth Builders, Inc. | $7K | 340 |
| 8 | CoreCap Advisors, LLC | $2K | 78 |
| 9 | UBS Group AG | $866 | 40 |
| 10 | Semmax Financial Advisors Inc.New | $761 | 35 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Virtus Investment Advisers, LLCNew | +1.1M | $24.6M |
| &PARTNERSNew | +21K | $464K |
| JANE STREET GROUP, LLC | +155 | $272K |
| Semmax Financial Advisors Inc.New | +35 | $761 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -740 | $866 |
| Freedom Investment Management, Inc. | -641 | $308 |
| Beacon Capital Management, LLC | -85 | $32K |
| AE Wealth Management LLC | -21 | $28K |
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Frequently Asked Questions
How many institutional investors hold VSHY?
As of Q1 2025, 13 institutional investors report holding VSHY (Virtus Newfleet Short Duration High Yield Bond ETF) in their 13F filings.
Which hedge fund owns the most VSHY?
The largest institutional holder of VSHY is Virtus Investment Advisers, LLC with $24.6M in shares.
Are institutions buying or selling VSHY?
This quarter, 3 institutions opened new positions in VSHY and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.