Virtus SEIX Senior Loan ETF
SEIX
32 hedge funds and large institutions have $46.9M invested in Virtus SEIX Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
30% more capital invested
Capital invested by funds: $36.2M → $46.9M (+$10.8M)
19% more funds holding
Funds holding: 27 → 32 (+5)
1.9% more ownership
Funds ownership: 36.13% → 38.03% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$5.06M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.49M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.76M |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
+$1.47M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$4.37M |
| 2 |
GS
GTS Securities
New York
|
-$1.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$654K |
| 4 |
Morgan Stanley
New York
|
-$189K |
| 5 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
-$10.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIM
26
Vista Investment Management
Pittsburgh,
Pennsylvania
| $246K | +$3.73K | +155 | +2% |
|
|
DAS
27
Diversify Advisory Services
Sandy,
Utah
| $233K | +$233K | +9,701 | New |
|
|
ATC
28
Argent Trust Co
Nashville,
Tennessee
| $227K | +$228K | +9,484 | New |
|
|
TCG
29
Transcendent Capital Group
Edmond,
Oklahoma
| $101K | +$101K | +4,200 | New |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $69K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $25.2K | – | – | – |
|
|
32
Morgan Stanley
New York
| $43 | -$189K | -7,861 | -100% |
|
33
Wells Fargo
San Francisco,
California
| $6 | -$24 | -1 | Closed |
|
|
GS
34
GTS Securities
New York
| – | -$1.29M | -53,912 | Closed |
|
SEIX Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2024, worth a combined $46.9M — up 30% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEIX positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Virtus Fund Advisers, opening a new position worth an estimated $5.06M. The largest seller was Allworth Financial, cutting an estimated $4.37M.
- 32 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2024, up from 27 in Q4 2023.
- Funds reported $46.9M of Virtus SEIX Senior Loan ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 8 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2024 and 2 closed out, a net change of +6 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q1 2024 was Virtus Fund Advisers, an estimated $5.06M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q1 2024 was Allworth Financial, an estimated $4.37M sold.
Based on aggregated 13F filings for Q1 2024.