We are live on ! Find out more
SEIX icon

Virtus SEIX Senior Loan ETF

68 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $116M → $128M (+$12.3M)

3% more funds holding

Funds holding: 6668 (+2)

2.33% less ownership

Funds ownership: 41%38.67% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
26
UMB Bank
Missouri
$1.08M
OC
27
OxenFree Capital
Florida
$882K -$9.83K -412 -1%
AAS
28
Ameritas Advisory Services
Nebraska
$808K +$21.1K +883 +3%
DWM
29
Diversify Wealth Management
Utah
$781K -$287K -12,034 -26%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$773K +$781K +32,723 New
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$718K +$181K +7,580 +33%
LWM
32
Lionshead Wealth Management
New York
$692K +$699K +29,311 New
JIR
33
James Investment Research
Ohio
$686K +$30.5K +1,279 +5%
SAM
34
Summit Asset Management
Tennessee
$616K -$9.21K -386 -1%
CPG
35
Cornerstone Planning Group
New Jersey
$597K +$10.5K +438 +2%
AF
36
Allworth Financial
California
$575K -$375K -15,706 -39%
NL
37
NWAM LLC
Washington
$566K +$572K +23,974 New
US Bancorp
38
US Bancorp
Minnesota
$485K +$247K +10,344 +102%
MML Investors Services
39
MML Investors Services
Massachusetts
$479K +$71.7K +3,004 +17%
CP
40
Camelot Portfolios
Ohio
$410K +$167K +6,984 +67%
WA
41
Wealthstar Advisors
Texas
$406K +$48.3K +2,025 +13%
TAP
42
Tounjian Advisory Partners
Florida
$393K +$397K +16,652 New
IAIM
43
International Assets Investment Management
Florida
$333K +$103K +4,300 +44%
IFG
44
Independent Financial Group
California
$322K +$58K +2,432 +22%
FG
45
Fiduciary Group
Georgia
$321K +$325K +13,605 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$304K -$4.22M -176,836 -93%
PFS
47
Prospera Financial Services
Texas
$296K +$40.6K +1,703 +16%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$262K +$3.72K +156 +1%
PWM
49
Prosperity Wealth Management
California
$259K -$4.7K -197 -2%
WFA
50
WMG Financial Advisors
Tennessee
$255K

SEIX Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2025, worth a combined $128M — up 11% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEIX positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $19.2M. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $4.98M sold.

  • 68 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 12 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q1 2025 was Virtus Investment Advisers, an estimated $19.2M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q1 2025 was Kerntke Otto McGlone Wealth Management Group, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.