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Virtus Private Credit Strategy ETF
VPC

Overview Fund Activity

25 hedge funds and large institutions have $16.5M invested in Virtus Private Credit Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.16M
3
DIM
3
Delta Investment Management
California
$2.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$408K
5
AWM
5
Axxcess Wealth Management
California
$238K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OC
2
Oppenheimer & Co
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$362K
4
AAS
4
Avantax Advisory Services
Texas
$1.18M
5
RIA
5
Regal Investment Advisors
Michigan
$697K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$3.53M +$117K +5,213 +3%
HW
2
Hedeker Wealth
Illinois
$2.28M +$159K +7,108 +7%
DIM
3
Delta Investment Management
California
$2.01M +$415K +18,550 +26%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.8M +$1.64M +8,911 +976%
AAS
5
Avantax Advisory Services
Texas
$1.18M -$92.9K -4,157 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.16M +$1.16M +52,064 New
PWM
7
Provident Wealth Management
Tennessee
$700K -$19.1K -853 -3%
RIA
8
Regal Investment Advisors
Michigan
$697K -$27.7K -1,239 -4%
SPC
9
Sigma Planning Corp
Michigan
$549K +$25.7K +1,148 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$408K +$408K +18,273 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$390K +$1.65K +74 +0.4%
MAM
12
Milestone Asset Management
Pennsylvania
$384K +$6.57K +294 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$362K -$325K -14,521 -47%
AWM
14
Axxcess Wealth Management
California
$238K +$238K +10,652 New
LPL Financial
15
LPL Financial
California
$202K +$2.86K +128 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$200K – – –
MCM
17
Manchester Capital Management
Vermont
$179K +$179K +8,000 New
BCWM
18
Bartlett & Co Wealth Management
Ohio
$112K +$112K +5,000 New
FFA
19
Farther Finance Advisors
California
$87.5K +$73K +3,266 +502%
PFBT
20
Parkside Financial Bank & Trust
Missouri
$20K +$17.8K +796 +796%
HI
21
Harbour Investments
Wisconsin
$14.5K – – –
UBS Group
22
UBS Group
Switzerland
$5.03K -$6.44K -288 -56%
Morgan Stanley
23
Morgan Stanley
New York
$4.22K +$22 +1 +0.5%
DFA
24
DHJJ Financial Advisors
Illinois
$559 +$559 +25 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$22 +$22 +1 New
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