Virtus Nwflt SHRT Dur Hi YLDVSHYETF
13F holders, Q1 2025 (March 31)14holders +2
3new positions
1sold out
$21.65avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Virtus Nwflt SHRT Dur Hi YLD (VSHY) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Virtus Investment Advisers, LLC ($24.6M), &partners ($464K) and Freedom Investment Management, Inc. ($309K).
- Company
- Virtus Nwflt SHRT Dur Hi YLD
- CUSIP
- 92790A207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $25.0M |
| Exits | 1 | $907 |
All 13F filers, Q4 2024 → Q1 2025: 1,155,625 shares bought and 1,529 shares sold, net +1,154,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Virtus Investment Advisers, LLC | 6.77% | New | 1,134,000 | $24.6M |
| &partners | 0.00% | New | 21,437 | $464K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -4.3% | 14,270 | $309K |
| Jane Street Group, LLC | 0.00% | Add +1.3% | 12,542 | $272K |
| Beacon Capital Management, LLC | 0.00% | Reduce -5.5% | 1,462 | $32K |
| AE Wealth Management LLC | 0.00% | Reduce -1.6% | 1,281 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 500 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 340 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 78 | $2K |
| UBS Group AG | 0.00% | Reduce -94.9% | 40 | $866 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 35 | $744 |
| Virtus Advisers, LLC | 0.00% | New | 33 | $714 |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
| Wells Fargo & Company | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is VSHY's weight in each manager's 13F, not the share of Virtus Nwflt SHRT Dur Hi YLD the manager owns.