Virtus SEIX Senior Loan ETF
SEIX
22 hedge funds and large institutions have $18.3M invested in Virtus SEIX Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
22% more funds holding
Funds holding: 18 → 22 (+4)
12.67% less ownership
Funds ownership: 37.06% → 24.38% (-13%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
33% less capital invested
Capital invested by funds: $27.2M → $18.3M (-$8.88M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.63M |
| 2 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$288K |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
+$288K |
| 4 |
Jane Street
New York
|
+$270K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$6.4M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$412K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$347K |
| 5 |
RC
Rovin Capital
Mesa,
Arizona
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | -$325 | -14 | Closed |
|
SEIX Hedge Fund Activity: Q1 2023 in Review
22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2023, worth a combined $18.3M — down 33% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SEIX positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.63M. The largest seller was Security National Bank, cutting an estimated $6.4M.
- 22 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2023, up from 18 in Q4 2022.
- Funds reported $18.3M of Virtus SEIX Senior Loan ETF stock for Q1 2023, down 33% quarter-over-quarter.
- 9 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2023 and 4 closed out, a net change of +5 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q1 2023 was Atria Investments, an estimated $1.63M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q1 2023 was Security National Bank, an estimated $6.4M sold.
Based on aggregated 13F filings for Q1 2023.