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Virtus Private Credit Strategy ETF

20 hedge funds and large institutions have $6.49M invested in Virtus Private Credit Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% less ownership

Funds ownership: 21.05%17.88% (-3.2%)

17% less funds holding

Funds holding: 2420 (-4)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

92% less capital invested

Capital invested by funds: $79M → $6.49M (-$72.5M)

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.09M +$2.21M +132,798 +2,398%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.46M +$129K +7,753 +9%
Raymond James Financial
3
Raymond James Financial
Florida
$775K -$165K -9,913 -16%
PWM
4
Provident Wealth Management
Tennessee
$389K -$2.7K -162 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$321K -$106K -6,366 -23%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$282K -$534K -32,051 -63%
LPL Financial
7
LPL Financial
California
$272K -$91.7K -5,506 -23%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$203K +$13.1K +789 +6%
Citadel Advisors
9
Citadel Advisors
Florida
$188K +$207K +12,416 New
MML Investors Services
10
MML Investors Services
Massachusetts
$175K -$110K -6,603 -36%
Osaic Holdings
11
Osaic Holdings
Arizona
$148K -$81.4K -4,891 -33%
FFA
12
Farther Finance Advisors
California
$49.1K -$20.7K -1,243 -28%
IA
13
IFP Advisors
Florida
$43.4K +$47.8K +2,869 New
Morgan Stanley
14
Morgan Stanley
New York
$43.2K +$2.45K +147 +5%
TCM
15
Triumph Capital Management
Colorado
$39K
HI
16
Harbour Investments
Wisconsin
$9.29K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4K -$37.5K -2,249 -89%
VEA
18
Virtus ETF Advisers
New York
$1.04K +$200 +12 +21%
SAM
19
Smartleaf Asset Management
Massachusetts
$662
DFA
20
DHJJ Financial Advisors
Illinois
$379
Wells Fargo
21
Wells Fargo
California
$2 -$17 -1 Closed
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
-$71.8M -115,005 Closed
MAM
23
Milestone Asset Management
Pennsylvania
-$998K -56,075 Closed
KAS
24
Kestra Advisory Services
Texas
-$49.2K -2,766 Closed
UBS Group
25
UBS Group
Switzerland
-$3.44K -193 Closed

VPC Hedge Fund Activity: Q1 2026 in Review

20 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Virtus Private Credit Strategy ETF (VPC) for Q1 2026, worth a combined $6.49M — down 92% from $79M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VPC and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $2.21M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $71.8M sold.

  • 20 institutional investors held Virtus Private Credit Strategy ETF (VPC) as of Q1 2026, down from 24 in Q4 2025.
  • Funds reported $6.49M of Virtus Private Credit Strategy ETF stock for Q1 2026, down 92% quarter-over-quarter.
  • 2 funds opened new Virtus Private Credit Strategy ETF positions in Q1 2026 and 5 closed out, a net change of -3 holders.
  • The largest Virtus Private Credit Strategy ETF buyer in Q1 2026 was Rockefeller Capital Management, an estimated $2.21M added.
  • The largest Virtus Private Credit Strategy ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $71.8M sold.

Based on aggregated 13F filings for Q1 2026.