Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus ETF Tr II (VSHY)

12 + Investors. Track Smart Money conviction in VSHY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — VSHY

Based on 12 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VSHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
12 funds currently hold this stock — 75% of the 3.0-year high of 16 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold VSHY compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

6 buying9 selling
Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 33% new

25% conviction (2yr+) 42% medium 33% new
Of the 12 current holders: 3 (25%) held >2 years, 5 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

5 → 2 → 3 → 4 → 3 new funds/Q
New funds entering each quarter: 2 → 3 → 4 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 50% new entrants

33% veterans 17% 1-2yr 50% new
Of 12 current holders: 4 (33%) held 2+ years, 2 held 1–2 years, 6 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VSHY

In 2026 Q2, 6 hedge funds were net buyers of VSHY (3 opened a new position, 3 added to an existing one), while 9 reduced or exited (4 trimmed, 5 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 12.

Hedge Fund Ownership: VSHY

How many hedge funds hold VSHY — quarterly history vs. share price
Quarterly hedge fund ownership of VSHY vs. share price

Market Analysis: VSHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSHY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: VSHY
12 + Investors

Track Smart Money conviction in VSHY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 12 14 -14.29%
13F Shares 1M 1M 1.9%
Total Value $27M $26M 4.38%
New Positions 3 4 -1
Increased Positions 3 3 -
Closed Positions 5 4 +1
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VSHY

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Financial Highlights

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Institutional Holders (2026 Q2)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VSHY. Verified SEC 13F-HR filings.

QUARTER:
Top 12 VSHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Fixed Income Advisers, LLC 15.55% 1,134,074 $24.6M
2 Outlook Wealth Advisors, LLC 0.11% 24,438 $531K
3 VestGen Advisors, LLC 0.02% 36,447 $792K
4 Quest 10 Wealth Builders, Inc. 0.01% 333 $7K
5 &Partners 0.00% 26,552 $577K
6 NewEdge Advisors, LLC 0.00% 17,517 $381K
7 Elevated Capital Advisors, LLC 0.00% 25
8 Steward Partners Investment Advisory, LLC 0.00% 806 $18K
9 AE Wealth Management LLC 0.00% 582 $13K
10 CoreCap Advisors, LLC 0.00% 78 $2K
11 Royal Bank of Canada 0.00% 1,917 $42K
12 Wells Fargo & Company/Mn 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Virtus ETF Tr II (VSHY)

What does the Smart Money Trend signal show for VSHY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VSHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VSHY?

More sellers than buyers — 40% buying: Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VSHY holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VSHY?

Mixed — 25% long-term, 33% new: Of the 12 current holders: 3 (25%) held >2 years, 5 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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