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Virtus Private Credit Strategy ETF

27 hedge funds and large institutions have $10.4M invested in Virtus Private Credit Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 5 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

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 2827 (-1)

4.22% less ownership

Funds ownership: 23.76%19.54% (-4.2%)

52% less capital invested

Capital invested by funds: $21.7M → $10.4M (-$11.3M)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1
Delta Investment Management
California
$2.14M -$980K -48,000 -30%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.48M +$708K +34,681 +80%
MAM
3
Milestone Asset Management
Pennsylvania
$1.11M +$225K +11,009 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$841K +$909K +44,500 New
Raymond James Financial
5
Raymond James Financial
Florida
$803K +$73.1K +3,580 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$786K -$104K -5,096 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$495K +$120K +5,851 +29%
PWM
8
Provident Wealth Management
Tennessee
$495K +$5.31K +260 +1%
LPL Financial
9
LPL Financial
California
$481K +$142K +6,972 +38%
Osaic Holdings
10
Osaic Holdings
Arizona
$378K -$25.3K -1,240 -6%
AWM
11
Axxcess Wealth Management
California
$304K +$45.6K +2,233 +16%
MML Investors Services
12
MML Investors Services
Massachusetts
$285K +$67.1K +3,286 +28%
MCM
13
Manchester Capital Management
Vermont
$238K -$266K -13,000 -51%
RIA
14
Regal Investment Advisors
Michigan
$212K +$229K +11,234 New
FFA
15
Farther Finance Advisors
California
$84K +$24.1K +1,178 +36%
BCWM
16
Bartlett & Co Wealth Management
Ohio
$75.6K -$20.4K -1,000 -20%
Morgan Stanley
17
Morgan Stanley
New York
$49.7K +$878 +43 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47K -$41.5K -2,030 -45%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$30.7K +$33.1K +1,621 New
UBS Group
20
UBS Group
Switzerland
$16K -$226K -11,074 -93%
HI
21
Harbour Investments
Wisconsin
$11.6K
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$7.56K +$8.17K +400 New
VEA
23
Virtus ETF Advisers
New York
$1.02K +$286 +14 +35%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K -$11.8K -580 -95%
DFA
25
DHJJ Financial Advisors
Illinois
$473

VPC Hedge Fund Activity: Q3 2025 in Review

27 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q3 2025, worth a combined $10.4M — down 52% from $21.7M a quarter earlier.

Fund positioning in VPC was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $909K. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $9.11M sold.

  • 27 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q3 2025, down from 28 in Q2 2025.
  • Funds reported $10.4M of Virtus Private Credit Strategy ETF stock for Q3 2025, down 52% quarter-over-quarter.
  • 5 funds opened new Virtus Private Credit Strategy ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Virtus Private Credit Strategy ETF buyer in Q3 2025 was Susquehanna International Group, an estimated $909K added.
  • The largest Virtus Private Credit Strategy ETF seller in Q3 2025 was Mercer Global Advisors, an estimated $9.11M sold.

Based on aggregated 13F filings for Q3 2025.