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Virtus Private Credit Strategy ETF

25 hedge funds and large institutions have $15M invested in Virtus Private Credit Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.1M +$1.97M +90,555 +174%
DIM
2
Delta Investment Management
California
$2.68M +$723K +33,262 +37%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.9M +$1.55M +71,261 +440%
AAS
4
Avantax Advisory Services
Texas
$1.48M +$329K +15,130 +29%
RIA
5
Regal Investment Advisors
Michigan
$772K +$94K +4,324 +14%
PWM
6
Provident Wealth Management
Tennessee
$630K -$50.9K -2,341 -7%
SPC
7
Sigma Planning Corp
Michigan
$523K -$10.7K -491 -2%
MAM
8
Milestone Asset Management
Pennsylvania
$520K +$146K +6,697 +39%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$415K +$35.2K +1,620 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$402K +$402K +18,504 New
Osaic Holdings
11
Osaic Holdings
Arizona
$374K -$3.06M -140,888 -89%
Citadel Advisors
12
Citadel Advisors
Florida
$366K -$31.2K -1,436 -8%
MCM
13
Manchester Capital Management
Vermont
$326K +$152K +7,000 +88%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$313K +$313K +14,408 New
Jane Street
15
Jane Street
New York
$273K +$273K +12,567 New
AWM
16
Axxcess Wealth Management
California
$262K +$30K +1,380 +13%
MW
17
Maia Wealth
Colorado
$209K +$209K +9,337 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$139K -$56.3K -2,585 -29%
BCWM
19
Bartlett & Co Wealth Management
Ohio
$109K
FFA
20
Farther Finance Advisors
California
$85.2K
SAM
21
Synergy Asset Management
Washington
$75.8K +$75.8K +3,391 New
PFBT
22
Parkside Financial Bank & Trust
Missouri
$20.3K +$827 +38 +4%
HI
23
Harbour Investments
Wisconsin
$13.4K -$740 -34 -5%
Morgan Stanley
24
Morgan Stanley
New York
$4.06K -$44 -2 -1%
DFA
25
DHJJ Financial Advisors
Illinois
$544