Virtus Private Credit Strategy ETF
25 hedge funds and large institutions have $15M invested in Virtus Private Credit Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3.9% less ownership
Funds ownership: 32.62% → 28.72% (-3.9%)
9% less capital invested
Capital invested by funds: $16.5M → $15M (-$1.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
+$742K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$338K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.14M |
| 2 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$2.28M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$202K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
HW
27
Hedeker Wealth
Lincolnshire,
Illinois
| – | -$2.28M | -102,117 | Closed |
|
|
28
Mercer Global Advisors
Denver,
Colorado
| – | -$1.8M | -9,824 | Closed |
|
|
29
LPL Financial
San Diego,
California
| – | -$202K | -9,054 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$5.03K | -225 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
VPC Hedge Fund Activity: Q4 2024 in Review
25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q4 2024, worth a combined $15M — down 9.3% from $16.5M a quarter earlier.
Fund positioning in VPC was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 7 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.02M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.
- 25 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $15M of Virtus Private Credit Strategy ETF stock for Q4 2024, down 9.3% quarter-over-quarter.
- 5 funds opened new Virtus Private Credit Strategy ETF positions in Q4 2024 and 5 closed out, a net change of 0 holders.
- The largest Virtus Private Credit Strategy ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $2.02M added.
- The largest Virtus Private Credit Strategy ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.14M sold.
Based on aggregated 13F filings for Q4 2024.