Virtus Private Credit StrateVPCETF
13F holders, Q1 2024 (March 31)15holders
1famous investor
$22.50avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Virtus Private Credit Strate (VPC) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($4.6M), Hedeker Wealth, LLC ($2.0M) and Avantax Advisory Services, Inc. ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Private Credit Strate
- Filed as
- ETFIS SER TR I (Q1 2024)
- CUSIP
- 26923G798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.1M |
| Exits | 1 | $0 |
Ownership 15 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -2.2% | 205,722 | $4.6M |
| Hedeker Wealth, LLC | 0.59% | Add +34.0% | 90,845 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.4% | 54,220 | $1.2M |
| Delta Investment Management, LLC | 0.21% | New | 40,394 | $909K |
| Regal Investment Advisors LLC | 0.05% | New | 32,491 | $731K |
| Provident Wealth Management, LLC | 0.27% | New | 31,975 | $719K |
| Susquehanna International Group, LLP | 0.00% | Add +36.7% | 20,032 | $451K |
| Sigma Planning Corp | 0.01% | New | 16,900 | $380K |
| Milestone Asset Management, LLC | 0.10% | New | 15,508 | $349K |
| Citadel Advisors | 0.00% | Reduce -59.2% | 12,561 | $283K |
| Royal Bank of Canada | 0.00% | No change | 8,166 | $183K |
| Harbour Investments, Inc. | 0.00% | No change | 944 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 700 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.7% | 80 | $2K |
| Morgan Stanley | 0.00% | No change | 2 | $58 |
"% of holder's portfolio" is VPC's weight in each manager's 13F, not the share of Virtus Private Credit Strate the manager owns.