Virtus SEIX Senior Loan ETF
SEIX
27 hedge funds and large institutions have $34.7M invested in Virtus SEIX Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
11% more capital invested
Capital invested by funds: $31.2M → $34.7M (+$3.51M)
8% more funds holding
Funds holding: 25 → 27 (+2)
0.66% less ownership
Funds ownership: 40.73% → 40.07% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Ignite Planners
San Clemente,
California
|
+$2.63M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$577K |
| 4 |
FW
FirstPurpose Wealth
Orem,
Utah
|
+$508K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$810K |
| 2 |
RC
Rovin Capital
Mesa,
Arizona
|
-$798K |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
-$601K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$417K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $1.96K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $14 | +$24 | +1 | New |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$46.9K | -1,989 | Closed |
|
SEIX Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q3 2023, worth a combined $34.7M — up 11% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SEIX positions and 1 closed out — a net gain of 2 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Ignite Planners, opening a new position worth an estimated $2.63M. The largest seller was Security National Bank, cutting an estimated $810K.
- 27 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $34.7M of Virtus SEIX Senior Loan ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 3 funds opened new Virtus SEIX Senior Loan ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q3 2023 was Ignite Planners, an estimated $2.63M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q3 2023 was Security National Bank, an estimated $810K sold.
Based on aggregated 13F filings for Q3 2023.