Virtus SEIX Senior Loan ETF
SEIX
25 hedge funds and large institutions have $31.2M invested in Virtus SEIX Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
71% more capital invested
Capital invested by funds: $18.3M → $31.2M (+$12.9M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
16.35% more ownership
Funds ownership: 24.38% → 40.73% (+16%)
14% more funds holding
Funds holding: 22 → 25 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$11.1M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.15M |
| 3 |
Jane Street
New York
|
+$1.37M |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
+$539K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$2.09M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.63M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$469K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$157K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$120K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
26
Atria Investments
Charlotte,
North Carolina
| – | -$1.63M | -69,028 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$89.7K | -3,806 | Closed |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| – | -$778 | -33 | Closed |
|
SEIX Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q2 2023, worth a combined $31.2M — up 71% from $18.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SEIX positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $11.1M. The largest seller was Security National Bank, cutting an estimated $2.09M.
- 25 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q2 2023, up from 22 in Q1 2023.
- Funds reported $31.2M of Virtus SEIX Senior Loan ETF stock for Q2 2023, up 71% quarter-over-quarter.
- 6 funds opened new Virtus SEIX Senior Loan ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q2 2023 was Allworth Financial, an estimated $11.1M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q2 2023 was Security National Bank, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2023.