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Virtus Private Credit Strategy ETF

17 hedge funds and large institutions have $12.4M invested in Virtus Private Credit Strategy ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$4.6M +$262K +12,217 +6%
AAS
2
Avantax Advisory Services
Texas
$2.64M +$64.5K +3,009 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.6M +$156K +7,270 +11%
Citadel Advisors
4
Citadel Advisors
Florida
$783K +$783K +36,555 New
EWA
5
Evolution Wealth Advisors
Florida
$654K
AFM
6
Andesa Financial Management
Pennsylvania
$576K -$1.29M -60,343 -69%
BAM
7
Belpointe Asset Management
Nevada
$486K +$36.2K +1,690 +8%
LPL Financial
8
LPL Financial
California
$347K -$80.5K -3,759 -19%
HT
9
HAP Trading
New York
$275K -$397K -18,540 -59%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$175K
DWP
11
Destiny Wealth Partners
Florida
$92K
IA
12
IFP Advisors
Florida
$55K
HI
13
Harbour Investments
Wisconsin
$48K +$48K +2,238 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$20K
CS
15
Credit Suisse
Switzerland
$13K +$13K +600 New
WAM
16
Worth Asset Management
Texas
$5K -$5K -250 -50%
KWM
17
Kingsview Wealth Management
Oregon
-$206K -8,211 Closed
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
-$205K -8,156 Closed
Morgan Stanley
19
Morgan Stanley
New York
-$201K -8,000 Closed
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
-$43K -1,712 Closed
UBS Group
21
UBS Group
Switzerland
-$19K -739 Closed