VSHY Institutional Ownership
Virtus Newfleet Short Duration High Yield Bond ETF
1W: -0.8%
1M: -2.4%
3M: -2.7%
YTD: -2.2%
1Y: -2.7%
3Y: +17.8%
5Y: +13.2%
$21.21
+0.05 (+0.25%)
Overview
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Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VSHY
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
3
New Positions
3
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | 1,134,074 | 24M | -18 | -0.0% | 5Q | SEC ↗ |
| 2 | VestGen Advisors, LLC | 36,447 | 773K | +12,212 | +50.4% | 2Q | SEC ↗ |
| 3 | &PARTNERS | 26,552 | 563K | -231 | -0.9% | 6Q | SEC ↗ |
| 4 | Outlook Wealth Advisors, LLC NEW | 24,438 | 518K | — | +0.0% | 1Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC NEW | 17,517 | 372K | — | +0.0% | 1Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA NEW | 1,917 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Steward Partners Investment Advisory, | 806 | 17K | +475 | +143.5% | 5Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 582 | 12K | -25 | -4.1% | 7Q | SEC ↗ |
| 9 | Quest 10 Wealth Builders, Inc. | 333 | 7K | -3 | -0.9% | 7Q | SEC ↗ |
| 10 | CoreCap Advisors, LLC | 78 | 2K | — | +0.0% | 10Q | SEC ↗ |
| 11 | Elevated Capital Advisors, LLC | 25 | 1K | — | +0.0% | 3Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 13Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 0 | 0K | -500 | -100.0% | 9Q | SEC ↗ |
| 14 | VIRTUS ADVISERS, LLC | 0 | 0K | -34 | -100.0% | 5Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 0 | 0K | -15,121 | -100.0% | 1Q | SEC ↗ |
| 16 | ASSETMARK, INC | 0 | 0K | -14 | -100.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 9Q | SEC ↗ |
| 18 | UBS Group AG | 0 | 0K | -482 | -100.0% | 1Q | SEC ↗ |
| 19 | FLOW TRADERS U.S. LLC | 0 | 0K | -17,302 | -100.0% | 2Q | SEC ↗ |
| 20 | Western Wealth Management, LLC | 0 | 0K | -615 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Outlook Wealth Advisors, LLC | 24,438 | 518K |
| NewEdge Advisors, LLC | 17,517 | 372K |
| ROYAL BANK OF CANADA | 1,917 | 41K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 17,302 | 367K |
| JANE STREET GROUP, LLC | 15,121 | 321K |
| Western Wealth Management, LLC | 615 | 13K |
| OSAIC HOLDINGS, INC. | 500 | 11K |
| UBS Group AG | 482 | 10K |
| VIRTUS ADVISERS, LLC | 34 | 1K |
| ASSETMARK, INC | 14 | 0K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VestGen Advisors, LLC | +12,212 | +50.4% | 36,447 |
| Steward Partners Investment Advisor | +475 | +143.5% | 806 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| &PARTNERS | -231 | -0.9% | 26,552 |
| AE Wealth Management LLC | -25 | -4.1% | 582 |
| Virtus Fixed Income Advisers, LLC | -18 | -0.0% | 1,134,074 |
| Quest 10 Wealth Builders, Inc. | -3 | -0.9% | 333 |