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VEMY Institutional Ownership

Virtus Stone Harbor Emerging Markets High Yield Bond ETF
1W: -2.1% 1M: -4.8% 3M: -5.9% YTD: -1.9% 1Y: -1.0% 3Y: +34.6%
$27.09
+0.06 (+0.23%)
 
Weekly Expected Move ±0.9%
$27 $27 $27 $27 $28
ETF AMEX · AUM $16.2M

Institutional Ownership — VEMY

14
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
5
New Positions
6
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Advisory Resource Group 157,788 4M +9,702 +6.6% 12Q SEC ↗
2 Client First Investment Management LLC NEW 130,099 4M — +0.0% 1Q SEC ↗
3 JANE STREET GROUP, LLC NEW 46,620 1M — +0.0% 1Q SEC ↗
4 VestGen Advisors, LLC 34,057 923K +9,278 +37.4% 2Q SEC ↗
5 OSAIC HOLDINGS, INC. NEW 25,794 699K — +0.0% 1Q SEC ↗
6 Essex Financial Services, Inc. 18,730 507K +6,642 +54.9% 2Q SEC ↗
7 Hidden Cove Wealth Management, LLC 13,929 377K +588 +4.4% 5Q SEC ↗
8 Tactive Advisors, LLC 11,447 310K +857 +8.1% 5Q SEC ↗
9 Capital Analysts, LLC 1,907 52K +68 +3.7% 2Q SEC ↗
10 PNC Financial Services Group, Inc. 1,782 48K — +0.0% 2Q SEC ↗
11 Arax Advisory Partners NEW 564 15K — +0.0% 1Q SEC ↗
12 VIRTUS ADVISERS, LLC 101 3K -29 -22.3% 6Q SEC ↗
13 Virtus Fixed Income Advisers, LLC 52 1K -10 -16.1% 5Q SEC ↗
14 FMR LLC NEW 1 0K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (6)
HolderAddedChange %Total Shares
Advisory Resource Group +9,702 +6.6% 157,788
VestGen Advisors, LLC +9,278 +37.4% 34,057
Essex Financial Services, Inc. +6,642 +54.9% 18,730
Tactive Advisors, LLC +857 +8.1% 11,447
Hidden Cove Wealth Management, LLC +588 +4.4% 13,929
Capital Analysts, LLC +68 +3.7% 1,907
Biggest Decreases (2)
HolderReducedChange %Total Shares
VIRTUS ADVISERS, LLC -29 -22.3% 101
Virtus Fixed Income Advisers, LLC -10 -16.1% 52

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms