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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

66 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
35
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Virtus Investment Advisers
Connecticut
+$19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.49M
3
AF
Advisornet Financial
Minnesota
+$2.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.01M
5
LPL Financial
LPL Financial
California
+$1.52M

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$4.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.18M
3
SOS
Silver Oak Securities
Tennessee
-$1.77M
4
AI
Atria Investments
North Carolina
-$994K
5
Citadel Advisors
Citadel Advisors
Florida
-$820K
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
26
UMB Bank
Missouri
$1.08M – – –
OC
27
OxenFree Capital
Florida
$882K -$9.53K -412 -1%
AAS
28
Ameritas Advisory Services
Nebraska
$808K +$21.1K +883 +3%
DWM
29
Diversify Wealth Management
Utah
$781K -$281K -12,034 -26%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$773K +$773K +32,723 New
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$718K +$179K +7,580 +33%
LWM
32
Lionshead Wealth Management
New York
$692K +$692K +29,311 New
JIR
33
James Investment Research
Ohio
$686K +$30.2K +1,279 +5%
SAM
34
Summit Asset Management
Tennessee
$616K -$9.11K -386 -1%
CPG
35
Cornerstone Planning Group
New Jersey
$597K +$10.2K +438 +2%
AF
36
Allworth Financial
California
$575K -$366K -15,706 -39%
NL
37
NWAM LLC
Washington
$566K +$566K +23,974 New
US Bancorp
38
US Bancorp
Minnesota
$485K +$244K +10,344 +102%
MML Investors Services
39
MML Investors Services
Massachusetts
$479K +$71K +3,004 +17%
CP
40
Camelot Portfolios
Ohio
$410K +$165K +6,984 +67%
WA
41
Wealthstar Advisors
Texas
$406K +$47.8K +2,025 +13%
TAP
42
Tounjian Advisory Partners
Florida
$393K +$393K +16,652 New
IAIM
43
International Assets Investment Management
Florida
$333K +$102K +4,300 +44%
FG
44
Fiduciary Group
Georgia
$321K +$321K +13,605 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$304K -$4.18M -176,836 -93%
PFS
46
Prospera Financial Services
Texas
$296K +$40.2K +1,703 +16%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$262K +$3.68K +156 +1%
PWM
48
Prosperity Wealth Management
California
$259K -$4.65K -197 -2%
WFA
49
WMG Financial Advisors
Tennessee
$255K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$251K -$820K -34,745 -77%
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