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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

48 hedge funds and large institutions have $50.4M invested in Virtus SEIX Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KOMWMG
1
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M
2
FTUS
2
Flow Traders U.S.
New York
$1.71M
3
SF
3
Synovus Financial
Georgia
$837K
4
AWM
4
AE Wealth Management
Kansas
$5.88M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M

Top Sellers

1
AF
1
Allworth Financial
California
$2.35M
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
OMC
3
Old Mission Capital
Illinois
$241K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$324K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$407K 17,117 – –
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$355K 14,897 -1,500 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$324K 13,619 -32,690 -71%
PWM
29
Prosperity Wealth Management
California
$263K 11,029 +220 +2%
ATC
30
Argent Trust Co
Tennessee
$258K 10,826 +761 +8%
WFA
31
WMG Financial Advisors
Tennessee
$257K 10,800 +10,800 New
CP
32
Camelot Portfolios
Ohio
$242K 10,182 +3,188 +46%
OMC
33
Old Mission Capital
Illinois
$241K 10,145 -45,591 -82%
AWS
34
Atria Wealth Solutions
New York
$230K 9,655 +9,655 New
LPL Financial
35
LPL Financial
California
$221K 9,273 +9,273 New
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$215K 9,051 +635 +8%
KAS
37
Kestra Advisory Services
Texas
$215K 9,030 -671 -7%
TCG
38
Transcendent Capital Group
Oklahoma
$100K 4,200 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$96.1K 4,036 +1,476 +58%
ACM
40
Anfield Capital Management
California
$83.2K 3,495 +875 +33%
PS
41
Principal Securities
Iowa
$73.2K 3,076 +96 +3%
UBS Group
42
UBS Group
Switzerland
$44.5K 1,868 +1,868 New
IAIM
43
International Assets Investment Management
Florida
$17.6K 417,690 +405,290 +3,268%
HI
44
Harbour Investments
Wisconsin
$16.5K 692 -359 -34%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$4.4K 185 +185 New
CAS
46
Coppell Advisory Solutions
Texas
$2K 84 – –
Morgan Stanley
47
Morgan Stanley
New York
$45 1 -1 -50%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$24 1 – –
Wells Fargo
49
Wells Fargo
California
– – -1 Closed
SOS
50
Silver Oak Securities
Tennessee
– – -46,288 Closed
1
2
3