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Virtus Private Credit Strategy ETF

28 hedge funds and large institutions have $21.7M invested in Virtus Private Credit Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $21.5M → $21.7M (+$196K)

0.5% more ownership

Funds ownership: 23.27%23.76% (+0.5%)

7% less funds holding

Funds holding: 3028 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$9.11M +$8.98K +444 +3%
DIM
2
Delta Investment Management
California
$3.31M +$325K +16,047 +11%
AAS
3
Avantax Advisory Services
Texas
$1.6M -$176K -8,719 -10%
MAM
4
Milestone Asset Management
Pennsylvania
$975K +$354K +17,478 +58%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$955K +$151K +7,469 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$893K -$148K -7,301 -14%
Raymond James Financial
7
Raymond James Financial
Florida
$797K +$244K +12,048 +45%
PWM
8
Provident Wealth Management
Tennessee
$531K -$14.6K -722 -3%
MCM
9
Manchester Capital Management
Vermont
$524K
Citadel Advisors
10
Citadel Advisors
Florida
$430K +$425K +20,979 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$417K +$52.7K +2,606 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$403K -$97.8K -4,832 -20%
LPL Financial
13
LPL Financial
California
$378K +$144K +7,122 +63%
AWM
14
Axxcess Wealth Management
California
$284K +$4.25K +210 +2%
UBS Group
15
UBS Group
Switzerland
$244K +$231K +11,400 +2,201%
KAS
16
Kestra Advisory Services
Texas
$243K -$66.2K -3,271 -22%
MML Investors Services
17
MML Investors Services
Massachusetts
$242K +$239K +11,805 New
BCWM
18
Bartlett & Co Wealth Management
Ohio
$102K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$93K -$41.4K -2,045 -31%
FFA
20
Farther Finance Advisors
California
$66.9K
Morgan Stanley
21
Morgan Stanley
New York
$53K +$48.6K +2,400 +1,297%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$13K +$182 +9 +1%
HI
23
Harbour Investments
Wisconsin
$12.6K
TSMHT
24
Thurston Springer Miller Herd & Titak
Indiana
$9.22K
AAS
25
Ameritas Advisory Services
Nebraska
$2.05K +$2.02K +100 New

VPC Hedge Fund Activity: Q2 2025 in Review

28 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q2 2025, worth a combined $21.7M — up 0.91% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VPC and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $425K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.42M sold.

  • 28 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q2 2025, down from 30 in Q1 2025.
  • Funds reported $21.7M of Virtus Private Credit Strategy ETF stock for Q2 2025, up 0.91% quarter-over-quarter.
  • 3 funds opened new Virtus Private Credit Strategy ETF positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest Virtus Private Credit Strategy ETF buyer in Q2 2025 was Citadel Advisors, an estimated $425K added.
  • The largest Virtus Private Credit Strategy ETF seller in Q2 2025 was Susquehanna International Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2025.