Virtus SEIX AAA Private Credit CLO ETF
PCLO
8 hedge funds and large institutions have $6.79M invested in Virtus SEIX AAA Private Credit CLO ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $6.98M → $6.79M (-$198K)
3.32% less ownership
Funds ownership: 37.35% → 34.03% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$257K |
| 2 |
WMP
Wealth Management Partners
Tucson,
Arizona
|
+$211K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$39.9K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$30.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$359K |
| 2 |
Goldman Sachs
New York
|
-$267K |
| 3 |
Jane Street
New York
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
1
Northland Capital Management
Virginia,
Minnesota
| $2.85M | -$359K | -14,414 | -11% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.14M | +$257K | +10,308 | +29% |
|
|
3
Jane Street
New York
| $950K | -$110K | -4,410 | -10% |
|
|
SCM
4
Silvant Capital Management
Atlanta,
Georgia
| $898K | – | – | – |
|
|
WMP
5
Wealth Management Partners
Tucson,
Arizona
| $440K | +$211K | +8,467 | +92% |
|
|
6
Goldman Sachs
New York
| $363K | -$267K | -10,700 | -42% |
|
|
EWA
7
EverSource Wealth Advisors
Birmingham,
Alabama
| $106K | +$30.6K | +1,226 | +41% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $39.9K | +$39.9K | +1,600 | New |
|
PCLO Hedge Fund Activity: Q2 2025 in Review
8 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX AAA Private Credit CLO ETF (PCLO) for Q2 2025, worth a combined $6.79M — down 2.8% from $6.98M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PCLO positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $257K. The largest seller was Northland Capital Management, cutting an estimated $359K.
- 8 institutional investors held Virtus SEIX AAA Private Credit CLO ETF (PCLO) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $6.79M of Virtus SEIX AAA Private Credit CLO ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
- 1 fund opened new Virtus SEIX AAA Private Credit CLO ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest Virtus SEIX AAA Private Credit CLO ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $257K added.
- The largest Virtus SEIX AAA Private Credit CLO ETF seller in Q2 2025 was Northland Capital Management, an estimated $359K sold.
Based on aggregated 13F filings for Q2 2025.