Virtus SEIX AAA Private Credit CLO ETF
PCLO
10 hedge funds and large institutions have $4.41M invested in Virtus SEIX AAA Private Credit CLO ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
8.75% less ownership
Funds ownership: 34.03% → 25.27% (-8.8%)
35% less capital invested
Capital invested by funds: $6.79M → $4.41M (-$2.37M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFIA
Virtus Fixed Income Advisers
Hartford,
Connecticut
|
+$1.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$365K |
| 3 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$200K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$78.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$2.85M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.01M |
| 3 |
Jane Street
New York
|
-$328K |
| 4 |
WMP
Wealth Management Partners
Tucson,
Arizona
|
-$29.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFIA
1
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $1.2M | +$1.2M | +48,000 | New |
|
|
SCM
2
Silvant Capital Management
Atlanta,
Georgia
| $898K | – | – | – |
|
|
3
Jane Street
New York
| $622K | -$328K | -13,146 | -35% |
|
|
WMP
4
Wealth Management Partners
Tucson,
Arizona
| $412K | -$29.5K | -1,183 | -7% |
|
|
5
Citadel Advisors
Miami,
Florida
| $364K | +$365K | +14,598 | New |
|
6
Goldman Sachs
New York
| $363K | – | – | – |
|
|
AWM
7
AllSquare Wealth Management
Albany,
New York
| $200K | +$200K | +8,000 | New |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $184K | +$78.8K | +3,154 | +74% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $132K | -$1.01M | -40,601 | -88% |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $39.9K | – | – | – |
|
|
NCM
11
Northland Capital Management
Virginia,
Minnesota
| – | -$2.85M | -114,122 | Closed |
|
PCLO Hedge Fund Activity: Q3 2025 in Review
10 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX AAA Private Credit CLO ETF (PCLO) for Q3 2025, worth a combined $4.41M — down 35% from $6.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PCLO positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Virtus Fixed Income Advisers, opening a new position worth an estimated $1.2M. The largest seller was Northland Capital Management, exiting entirely with an estimated $2.85M sold.
- 10 institutional investors held Virtus SEIX AAA Private Credit CLO ETF (PCLO) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $4.41M of Virtus SEIX AAA Private Credit CLO ETF stock for Q3 2025, down 35% quarter-over-quarter.
- 3 funds opened new Virtus SEIX AAA Private Credit CLO ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest Virtus SEIX AAA Private Credit CLO ETF buyer in Q3 2025 was Virtus Fixed Income Advisers, an estimated $1.2M added.
- The largest Virtus SEIX AAA Private Credit CLO ETF seller in Q3 2025 was Northland Capital Management, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2025.