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Virtus Private Credit Strategy ETF

12 hedge funds and large institutions have $8.42M invested in Virtus Private Credit Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$4.19M +$3.75K +182 +0.1%
AAS
2
Avantax Advisory Services
Texas
$1.63M -$157K -7,636 -9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$828K +$186K +9,022 +29%
Citadel Advisors
4
Citadel Advisors
Florida
$802K +$802K +38,985 New
Goldman Sachs
5
Goldman Sachs
New York
$236K +$236K +11,478 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$230K +$230K +11,156 New
LPL Financial
7
LPL Financial
California
$201K -$63.3K -3,075 -24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$168K
IA
9
IFP Advisors
Florida
$54.5K
BAM
10
Belpointe Asset Management
Nevada
$53.4K -$56.8K -2,761 -52%
Morgan Stanley
11
Morgan Stanley
New York
$16.5K +$16.5K +800 New
HI
12
Harbour Investments
Wisconsin
$12.6K
EWA
13
Evolution Wealth Advisors
Florida
-$620K -30,535 Closed
UBS Group
14
UBS Group
Switzerland
-$93.4K -4,604 Closed
DWP
15
Destiny Wealth Partners
Florida
-$87.1K -4,293 Closed
Bank of America
16
Bank of America
North Carolina
-$852 -42 Closed
Fidelity Investments
17
Fidelity Investments
Massachusetts
-$203 -10 Closed