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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in Virtus SEIX Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
22
Increased
27
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Drake & Associates
Wisconsin
$17.8M
2
VFA
2
Virtus Fund Advisers
Connecticut
$12.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.54M
4
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.98M
5
KAS
5
Kestra Advisory Services
Texas
$3.93M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$235K
2
RC
2
Rovin Capital
Arizona
$0
3
AF
3
Allworth Financial
California
$967K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$413K
5
FTUS
5
Flow Traders U.S.
New York
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.09M +$1.09M +45,376 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.05M +$334K +13,978 +47%
FTUS
28
Flow Traders U.S.
New York
$1.03M -$688K -28,737 -40%
SF
29
Synovus Financial
Georgia
$971K +$130K +5,419 +15%
AF
30
Allworth Financial
California
$967K -$1.4M -58,548 -59%
OC
31
OxenFree Capital
Florida
$922K +$16.4K +685 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$863K +$331K +13,833 +62%
AAS
33
Ameritas Advisory Services
Nebraska
$787K +$787K +32,878 New
JIR
34
James Investment Research
Ohio
$665K +$41.7K +1,741 +7%
SAM
35
Summit Asset Management
Tennessee
$634K +$224K +9,378 +55%
CPG
36
Cornerstone Planning Group
New Jersey
$605K +$4.87K +203 +0.8%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$547K +$190K +7,950 +53%
BRWA
38
B. Riley Wealth Advisors
Florida
$535K +$535K +22,375 New
MML Investors Services
39
MML Investors Services
Massachusetts
$413K -$930K -38,900 -69%
WA
40
Wealthstar Advisors
Texas
$363K +$363K +15,189 New
PWM
41
Prosperity Wealth Management
California
$267K +$3.28K +137 +1%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$262K +$45.4K +1,899 +21%
PFS
43
Prospera Financial Services
Texas
$259K +$259K +10,808 New
WFA
44
WMG Financial Advisors
Tennessee
$258K – – –
ECA
45
Elevated Capital Advisors
Utah
$254K +$254K +10,608 New
ATC
46
Argent Trust Co
Tennessee
$250K -$9.45K -395 -4%
CP
47
Camelot Portfolios
Ohio
$249K +$4.86K +203 +2%
US Bancorp
48
US Bancorp
Minnesota
$244K +$244K +10,180 New
IAIM
49
International Assets Investment Management
Florida
$235K -$9.76M -407,890 -98%
AWS
50
Atria Wealth Solutions
New York
$231K -$287 -12 -0.1%
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