PCLO Institutional Ownership
Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF
1W: +0.0%
1M: +0.1%
YTD: +0.1%
$24.91
-0.03 (-0.10%)
Weekly Expected Move ±0.3%
$25
$25
$25
$25
$25
Overview
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Institutional Ownership — PCLO
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
0
New Positions
3
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | 48,000 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 2 | Silvant Capital Management LLC | 36,000 | 897K | — | +0.0% | 7Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 28,497 | 710K | -453 | -1.6% | 7Q | SEC ↗ |
| 4 | VestGen Advisors, LLC | 24,699 | 615K | +10,573 | +74.8% | 2Q | SEC ↗ |
| 5 | Inspire Advisors, LLC | 20,140 | 502K | +5,970 | +42.1% | 2Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 18,636 | 464K | -6,325 | -25.3% | 6Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 11,884 | 296K | +865 | +7.9% | 3Q | SEC ↗ |
| 8 | EverSource Wealth Advisors, LLC | 7,031 | 175K | -311 | -4.2% | 6Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 1,650 | 41K | — | +0.0% | 5Q | SEC ↗ |
| 10 | Wealth Management Partners, LLC | 0 | 0K | -9,732 | -100.0% | 5Q | SEC ↗ |
| 11 | TritonPoint Partners, LLC | 0 | 0K | -8,148 | -100.0% | 1Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 0 | 0K | -14,063 | -100.0% | 5Q | SEC ↗ |
| 13 | UBS Group AG | 0 | 0K | -213 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 14,063 | 350K |
| Wealth Management Partners, LLC | 9,732 | 242K |
| TritonPoint Partners, LLC | 8,148 | 203K |
| UBS Group AG | 213 | 5K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VestGen Advisors, LLC | +10,573 | +74.8% | 24,699 |
| Inspire Advisors, LLC | +5,970 | +42.1% | 20,140 |
| Cambridge Investment Research Advis | +865 | +7.9% | 11,884 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -6,325 | -25.3% | 18,636 |
| ROYAL BANK OF CANADA | -453 | -1.6% | 28,497 |
| EverSource Wealth Advisors, LLC | -311 | -4.2% | 7,031 |