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.
6% more capital invested
Capital invested by funds: $7.93M → $8.42M (+$494K)
1.96% more ownership
Funds ownership: 41.08% → 43.04% (+2%)
8% less funds holding
Funds holding: 13 → 12 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$833K |
| 2 |
Goldman Sachs
New York
|
+$245K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$238K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$193K |
| 5 |
Morgan Stanley
New York
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$620K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$163K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$93.4K |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$87.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$65.7K |
VPC Hedge Fund Activity: Q1 2023 in Review
12 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q1 2023, worth a combined $8.42M — up 6.2% from $7.93M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VPC and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $833K. The largest seller was Evolution Wealth Advisors, exiting entirely with an estimated $620K sold.
- 12 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q1 2023, down from 13 in Q4 2022.
- Funds reported $8.42M of Virtus Private Credit Strategy ETF stock for Q1 2023, up 6.2% quarter-over-quarter.
- 4 funds opened new Virtus Private Credit Strategy ETF positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Virtus Private Credit Strategy ETF buyer in Q1 2023 was Citadel Advisors, an estimated $833K added.
- The largest Virtus Private Credit Strategy ETF seller in Q1 2023 was Evolution Wealth Advisors, an estimated $620K sold.
Based on aggregated 13F filings for Q1 2023.