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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 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$9.11M +$253K +444 +3%
DIM
2
Delta Investment Management
California
$3.31M +$329K +16,047 +11%
AAS
3
Avantax Advisory Services
Texas
$1.6M -$179K -8,719 -10%
MAM
4
Milestone Asset Management
Pennsylvania
$975K +$358K +17,478 +58%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$955K +$153K +7,469 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$893K -$150K -7,301 -14%
Raymond James Financial
7
Raymond James Financial
Florida
$797K +$247K +12,048 +45%
PWM
8
Provident Wealth Management
Tennessee
$531K -$14.8K -722 -3%
MCM
9
Manchester Capital Management
Vermont
$524K
Citadel Advisors
10
Citadel Advisors
Florida
$430K +$430K +20,979 New
Osaic Holdings
11
Osaic Holdings
Arizona
$423K -$104K -4,816 -20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$417K +$53.4K +2,606 +15%
LPL Financial
13
LPL Financial
California
$378K +$146K +7,122 +63%
AWM
14
Axxcess Wealth Management
California
$284K +$4.3K +210 +2%
UBS Group
15
UBS Group
Switzerland
$244K +$233K +11,400 +2,201%
KAS
16
Kestra Advisory Services
Texas
$243K -$67K -3,271 -22%
MML Investors Services
17
MML Investors Services
Massachusetts
$242K +$242K +11,805 New
BCWM
18
Bartlett & Co Wealth Management
Ohio
$102K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$93K -$41.9K -2,045 -31%
FFA
20
Farther Finance Advisors
California
$66.9K
Morgan Stanley
21
Morgan Stanley
New York
$53K +$49.2K +2,400 +1,297%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$13K +$191 +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 +$2.05K +100 New