Virtus Introduces Virtus Seix AAA Private Credit CLO ETF
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2024
0mins
Should l Buy VRTS?
Source: Newsfilter
Introduction of New ETF: Virtus Investment Partners has launched the Virtus Seix AAA Private Credit CLO ETF (PCLO), which focuses on investing in AAA rated private credit collateralized loan obligations, aiming to provide higher income and lower volatility compared to traditional fixed income investments.
Expertise and Management: Managed by Seix Investment Advisors, the ETF leverages nearly 20 years of experience in the CLO asset class, emphasizing a disciplined approach to portfolio management and risk management strategies.
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Analyst Views on VRTS
Wall Street analysts forecast VRTS stock price to rise
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 139.720
Low
158.00
Averages
181.00
High
218.00
Current: 139.720
Low
158.00
Averages
181.00
High
218.00
About VRTS
Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Virtus Investment Partners Reports $158.4B AUM Decline Amid Net Outflows
- AUM Decline: As of January 31, 2026, Virtus Investment Partners reported assets under management (AUM) of $158.4 billion, reflecting a 0.65% decline from December 31, 2025, primarily due to net outflows in retail separate accounts, institutional accounts, and U.S. retail funds, although partially offset by market performance and positive net flows in ETFs.
- Total Client Assets: The total client assets reached $160.2 billion, including $1.8 billion in other fee-earning assets, indicating that despite facing net outflows, the overall client asset level remains robust, showcasing the company's relative stability in the market.
- Product Type Distribution: By product type, open-end funds accounted for $53.4 billion in AUM, closed-end funds held $10.9 billion, retail separate accounts totaled $41.5 billion, and institutional accounts stood at $52.5 billion, demonstrating the company's diversified offerings across various investment products.
- Asset Class Breakdown: In terms of asset classes, equities represented $80.7 billion, fixed income accounted for $39.9 billion, multi-asset strategies totaled $21.9 billion, and alternatives reached $15.7 billion, indicating strong performance in equities and fixed income despite the outflow pressures.
See More
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- ETF Asset Growth: While overall assets under management decreased to $159 billion, Virtus's ETF assets rose to approximately $5.2 billion, an increase of $500 million sequentially and a 72% year-over-year growth, indicating strong market demand for new products and steady inflows.
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See More
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- Increased Net Outflows: The company experienced net outflows of $8.1 billion this quarter, more than doubling from $3.9 billion last quarter, primarily driven by poor equity market performance, which negatively impacts short-term results and market confidence.
- Strong ETF Performance: Despite the overall decline in AUM, ETF AUM increased to $5.2 billion, up $0.5 billion sequentially and 72% year-over-year, indicating robust demand for actively managed ETFs, which may support future revenue growth for the company.
- Strategic Investment Expansion: Virtus announced the acquisition of a majority stake in Keystone National Group and a minority investment in Crescent Cove, aiming to enhance its capabilities in private credit and venture growth, which is expected to provide new revenue streams and market opportunities.
See More
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- Decline in Assets Under Management: As of December 31, 2025, total assets under management stood at $159.5 billion, down 6% from the previous quarter, primarily due to poor market performance and net outflows, reflecting challenges in attracting new capital.
- Sales Decline: The company reported total sales of $5.3 billion, a 15% decrease from the prior quarter, with institutional sales dropping from $2.0 billion to $1.4 billion, indicating weak market demand that could impact future revenue growth.
- Net Outflows: Net outflows reached $8.1 billion, significantly up from $3.9 billion in the previous quarter, primarily driven by quality-oriented equity strategies, suggesting increasing investor anxiety about market conditions.
See More
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- Revenue Decline: The company reported Q4 revenue of $188.9 million, a 10.9% year-over-year decrease, missing the market expectation of $191.9 million, reflecting challenges in the market environment and its impact on revenue.
- Assets Under Management: As of the reporting period, Virtus Investment's assets under management totaled $159.5 billion, demonstrating stability in asset management despite revenue pressures, indicating continued client trust and market share.
- Market Reaction: Following the revenue miss, Virtus Investment's stock price declined, suggesting a decrease in market confidence regarding its future growth potential, which may necessitate strategic actions to restore investor trust.
See More
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- Executive Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern, enhancing transparency by presenting financial results to the investment community.
- Presentation Availability: The presentation accompanying the conference call will be accessible in the Presentations section of virtus.com, ensuring investors have detailed information to support their investment decisions.
- Replay Service: A replay of the call will be available in the Investor Relations section for at least one year, allowing investors who missed the live event to access key information, thereby improving communication efficiency between the company and its investors.
See More
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- AUM Decline: As of January 31, 2026, Virtus Investment Partners reported assets under management (AUM) of $158.4 billion, reflecting a 0.65% decline from December 31, 2025, primarily due to net outflows in retail separate accounts, institutional accounts, and U.S. retail funds, although partially offset by market performance and positive net flows in ETFs.
- Total Client Assets: The total client assets reached $160.2 billion, including $1.8 billion in other fee-earning assets, indicating that despite facing net outflows, the overall client asset level remains robust, showcasing the company's relative stability in the market.
- Product Type Distribution: By product type, open-end funds accounted for $53.4 billion in AUM, closed-end funds held $10.9 billion, retail separate accounts totaled $41.5 billion, and institutional accounts stood at $52.5 billion, demonstrating the company's diversified offerings across various investment products.
- Asset Class Breakdown: In terms of asset classes, equities represented $80.7 billion, fixed income accounted for $39.9 billion, multi-asset strategies totaled $21.9 billion, and alternatives reached $15.7 billion, indicating strong performance in equities and fixed income despite the outflow pressures.
See More
Virtus Launches Emerging Markets Dividend ETF
- New Product Launch: Virtus Investment Partners Inc has introduced the Virtus Emerging Markets Dividend ETF, which employs AI-driven sentiment analysis and a quantitative stock-selection model to capture investment opportunities linked to the MSCI Emerging Markets Index, marking a significant expansion into actively managed ETFs.
- ETF Asset Growth: While overall assets under management decreased to $159 billion, Virtus's ETF assets rose to approximately $5.2 billion, an increase of $500 million sequentially and a 72% year-over-year growth, indicating strong market demand for new products and steady inflows.
- Financial Performance Analysis: In its quarterly report for the period ending December 31, 2025, Virtus reported net outflows of $8.1 billion, primarily driven by the lack of favor for quality-focused equity strategies, despite total sales declining from $6.3 billion to $5.3 billion, reflecting challenging market conditions.
- Strategic Acquisition Plans: Virtus is expanding into alternative assets, announcing a pending majority acquisition of private credit manager Keystone National Group and a minority investment in venture growth manager Crescent Cove, which is expected to provide new revenue streams for future growth.
See More
Virtus Investment Partners Q4 2025 Earnings Call Insights
- Decline in AUM: As of December 31, Virtus reported assets under management (AUM) of $159 billion, down from $169 billion in the previous quarter, reflecting a challenging market environment and increased investor outflows, particularly in quality-oriented equity strategies that remain out of favor.
- Increased Net Outflows: The company experienced net outflows of $8.1 billion this quarter, more than doubling from $3.9 billion last quarter, primarily driven by poor equity market performance, which negatively impacts short-term results and market confidence.
- Strong ETF Performance: Despite the overall decline in AUM, ETF AUM increased to $5.2 billion, up $0.5 billion sequentially and 72% year-over-year, indicating robust demand for actively managed ETFs, which may support future revenue growth for the company.
- Strategic Investment Expansion: Virtus announced the acquisition of a majority stake in Keystone National Group and a minority investment in Crescent Cove, aiming to enhance its capabilities in private credit and venture growth, which is expected to provide new revenue streams and market opportunities.
See More
Virtus Investment Partners Reports Q4 2025 Financial Highlights
- Earnings Performance: Virtus Investment Partners reported diluted earnings per share of $5.17, an 11% increase year-over-year, indicating robust profitability despite a decline in overall revenues.
- Decline in Assets Under Management: As of December 31, 2025, total assets under management stood at $159.5 billion, down 6% from the previous quarter, primarily due to poor market performance and net outflows, reflecting challenges in attracting new capital.
- Sales Decline: The company reported total sales of $5.3 billion, a 15% decrease from the prior quarter, with institutional sales dropping from $2.0 billion to $1.4 billion, indicating weak market demand that could impact future revenue growth.
- Net Outflows: Net outflows reached $8.1 billion, significantly up from $3.9 billion in the previous quarter, primarily driven by quality-oriented equity strategies, suggesting increasing investor anxiety about market conditions.
See More
Virtus Investment Reports Q4 Earnings Results
- Earnings Performance: Virtus Investment's Q4 non-GAAP EPS of $6.50 aligns with market expectations, indicating stability in profitability despite overall revenue decline.
- Revenue Decline: The company reported Q4 revenue of $188.9 million, a 10.9% year-over-year decrease, missing the market expectation of $191.9 million, reflecting challenges in the market environment and its impact on revenue.
- Assets Under Management: As of the reporting period, Virtus Investment's assets under management totaled $159.5 billion, demonstrating stability in asset management despite revenue pressures, indicating continued client trust and market share.
- Market Reaction: Following the revenue miss, Virtus Investment's stock price declined, suggesting a decrease in market confidence regarding its future growth potential, which may necessitate strategic actions to restore investor trust.
See More
Virtus Investment Partners to Release Q4 2025 Financial Results on February 6, 2026
- Earnings Release Schedule: Virtus Investment Partners will announce its Q4 2025 financial results before the market opens on February 6, 2026, reflecting its ongoing performance in the diversified asset management sector.
- Executive Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern, enhancing transparency by presenting financial results to the investment community.
- Presentation Availability: The presentation accompanying the conference call will be accessible in the Presentations section of virtus.com, ensuring investors have detailed information to support their investment decisions.
- Replay Service: A replay of the call will be available in the Investor Relations section for at least one year, allowing investors who missed the live event to access key information, thereby improving communication efficiency between the company and its investors.
See More
