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Virtus Private Credit Strategy ETF

30 hedge funds and large institutions have $21.5M invested in Virtus Private Credit Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

43% more capital invested

Capital invested by funds: $15M → $21.5M (+$6.49M)

20% more funds holding

Funds holding: 2530 (+5)

5.45% less ownership

Funds ownership: 28.72%23.27% (-5.5%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.89K -$22 -1 -0.5%
VEA
27
Virtus ETF Advisers
New York
$1.49K +$1.57K +71 New
DFA
28
DHJJ Financial Advisors
Illinois
$526
Wells Fargo
29
Wells Fargo
California
$35 +$44 +2 New
TRCT
30
Tower Research Capital (TRC)
New York
$21 +$22 +1 New
RIA
31
Regal Investment Advisors
Michigan
-$772K -35,495 Closed
SPC
32
Sigma Planning Corp
Michigan
-$523K -24,061 Closed
Citadel Advisors
33
Citadel Advisors
Florida
-$366K -16,837 Closed
MW
34
Maia Wealth
Colorado
-$209K -9,337 Closed
SAM
35
Synergy Asset Management
Washington
-$75.8K -3,391 Closed

VPC Hedge Fund Activity: Q1 2025 in Review

30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q1 2025, worth a combined $21.5M — up 43% from $15M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VPC positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Integrity Alliance, opening a new position worth an estimated $862K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.28M.

  • 30 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q1 2025, up from 25 in Q4 2024.
  • Funds reported $21.5M of Virtus Private Credit Strategy ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 10 funds opened new Virtus Private Credit Strategy ETF positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest Virtus Private Credit Strategy ETF buyer in Q1 2025 was Integrity Alliance, an estimated $862K added.
  • The largest Virtus Private Credit Strategy ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2025.