Virtus Private Credit Strategy ETF
13 hedge funds and large institutions have $21.8M invested in Virtus Private Credit Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$0 |
| 2 |
AAS
2
Avantax Advisory Services
Dallas,
Texas
|
$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SAM
1
Synergy Asset Management
Vancouver,
Washington
| $9.13M | +$9.13M | +424,976 | New |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $8.73M | +$4.47M | +207,979 | +105% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $1.45M | -$212K | -9,883 | -13% |
|
|
ACM
4
AlphaStar Capital Management
Cornelius,
North Carolina
| $871K | +$871K | +40,570 | New |
|
|
MOS
5
MGO One Seven
Beachwood,
Ohio
| $514K | +$514K | +23,906 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $365K | +$365K | +16,993 | New |
|
7
Truist Financial
Charlotte,
North Carolina
| $252K | +$252K | +11,726 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $228K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $176K | – | – | – |
|
|
LFA
10
LGT Financial Advisors
Dallas,
Texas
| $41.8K | +$41.8K | +1,945 | New |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $13.2K | – | – | – |
|
12
Morgan Stanley
New York
| $601 | – | – | – |
|
|
PFBT
13
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $537 | +$537 | +25 | New |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$850K | -40,979 | Closed |
|