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Virtus Private Credit Strategy ETF

24 hedge funds and large institutions have $79M invested in Virtus Private Credit Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

661% more capital invested

Capital invested by funds: $10.4M → $79M (+$68.6M)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

1.51% more ownership

Funds ownership: 19.54%21.05% (+1.5%)

11% less funds holding

Funds holding: 2724 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$71.8M +$2.13M +115,005 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.58M +$189K +10,232 +13%
Raymond James Financial
3
Raymond James Financial
Florida
$1.09M +$345K +18,622 +44%
MAM
4
Milestone Asset Management
Pennsylvania
$998K -$46.6K -2,515 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$902K +$114K +6,162 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$491K +$25.5K +1,375 +5%
PWM
7
Provident Wealth Management
Tennessee
$461K -$5.35K -289 -1%
LPL Financial
8
LPL Financial
California
$418K -$35.6K -1,923 -8%
MML Investors Services
9
MML Investors Services
Massachusetts
$324K +$57.5K +3,107 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$261K -$70K -3,780 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$225K -$535K -28,906 -70%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$98.6K +$72.5K +3,916 +242%
FFA
13
Farther Finance Advisors
California
$80.3K +$1.2K +65 +1%
KAS
14
Kestra Advisory Services
Texas
$49.2K +$51.2K +2,766 New
Morgan Stanley
15
Morgan Stanley
New York
$48.2K +$1.48K +80 +3%
TCM
16
Triumph Capital Management
Colorado
$45.8K +$47.7K +2,575 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$45K +$389 +21 +0.8%
HI
18
Harbour Investments
Wisconsin
$10.9K
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$8.71K +$1.65K +89 +22%
UBS Group
20
UBS Group
Switzerland
$3.44K -$12.1K -651 -77%
VEA
21
Virtus ETF Advisers
New York
$1.01K +$56 +3 +6%
SAM
22
Smartleaf Asset Management
Massachusetts
$797 +$833 +45 New
DFA
23
DHJJ Financial Advisors
Illinois
$445
Wells Fargo
24
Wells Fargo
California
$10
DIM
25
Delta Investment Management
California
-$2.14M -113,373 Closed

VPC Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q4 2025, worth a combined $79M — up 661% from $10.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of VPC and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.13M. The largest seller was Delta Investment Management, exiting entirely with an estimated $2.14M sold.

  • 24 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q4 2025, down from 27 in Q3 2025.
  • Funds reported $79M of Virtus Private Credit Strategy ETF stock for Q4 2025, up 661% quarter-over-quarter.
  • 4 funds opened new Virtus Private Credit Strategy ETF positions in Q4 2025 and 7 closed out, a net change of -3 holders.
  • The largest Virtus Private Credit Strategy ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $2.13M added.
  • The largest Virtus Private Credit Strategy ETF seller in Q4 2025 was Delta Investment Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2025.