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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

68 hedge funds and large institutions have $138M invested in Virtus SEIX Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
29
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.07M
2
PWM
2
Perigon Wealth Management
California
$1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.54M
5
AF
5
Advisornet Financial
Minnesota
$3.27M

Top Sellers

1
VIA
1
Virtus Investment Advisers
Connecticut
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.1M
5
FIA
5
Foundations Investment Advisors
Arizona
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.06M 45,188 +11,427 +34%
SF
27
Synovus Financial
Georgia
$1.05M 44,539 -11,226 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1M 42,579 -109,412 -72%
PWM
29
Perigon Wealth Management
California
$1M 42,550 +42,550 New
OC
30
OxenFree Capital
Florida
$936K 39,748 +1,615 +4%
JIR
31
James Investment Research
Ohio
$691K 29,339 +286 +1%
LWM
32
Lionshead Wealth Management
New York
$644K 27,332 -1,979 -7%
CPG
33
Cornerstone Planning Group
New Jersey
$613K 25,955 +284 +1%
Osaic Holdings
34
Osaic Holdings
Arizona
$608K 25,404 -23,916 -48%
BRWA
35
B. Riley Wealth Advisors
Florida
$552K 23,410 +23,410 New
MML Investors Services
36
MML Investors Services
Massachusetts
$492K 20,872 +600 +3%
SAM
37
Summit Asset Management
Tennessee
$484K 20,546 -5,563 -21%
DWM
38
Diversify Wealth Management
Utah
$467K 19,748 -13,706 -41%
FG
39
Fiduciary Group
Georgia
$446K 18,940 +5,335 +39%
US Bancorp
40
US Bancorp
Minnesota
$444K 18,855 -1,669 -8%
WA
41
Wealthstar Advisors
Texas
$441K 18,733 +1,519 +9%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$412K 17,500 +13,500 +338%
TAP
43
Tounjian Advisory Partners
Florida
$391K 16,580 -72 -0.4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$390K 16,568 +16,568 New
CP
45
Camelot Portfolios
Ohio
$381K 16,179 -1,190 -7%
AF
46
Allworth Financial
California
$366K 15,515 -9,171 -37%
PFS
47
Prospera Financial Services
Texas
$314K 13,314 +803 +6%
IAIM
48
International Assets Investment Management
Florida
$311K 13,200 -900 -6%
ATC
49
Argent Trust Co
Tennessee
$311K 13,185 +3,154 +31%
Citadel Advisors
50
Citadel Advisors
Florida
$270K 11,472 +841 +8%
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