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Virtus SEIX Senior Loan ETF

72 hedge funds and large institutions have $139M invested in Virtus SEIX Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $128M → $139M (+$10.5M)

6.08% more ownership

Funds ownership: 38.67%44.75% (+6.1%)

6% more funds holding

Funds holding: 6872 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
32
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.06M +$268K +11,427 +34%
SF
27
Synovus Financial
Georgia
$1.05M -$263K -11,226 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1M -$2.56M -109,412 -72%
PWM
29
Perigon Wealth Management
California
$1M +$997K +42,550 New
OC
30
OxenFree Capital
Florida
$936K +$37.8K +1,615 +4%
Osaic Holdings
31
Osaic Holdings
Arizona
$768K -$392K -16,744 -34%
JIR
32
James Investment Research
Ohio
$691K +$6.7K +286 +1%
LWM
33
Lionshead Wealth Management
New York
$644K -$46.4K -1,979 -7%
CPG
34
Cornerstone Planning Group
New Jersey
$613K +$6.65K +284 +1%
BRWA
35
B. Riley Wealth Advisors
Florida
$552K +$548K +23,410 New
IFG
36
Independent Financial Group
California
$523K +$200K +8,556 +63%
MML Investors Services
37
MML Investors Services
Massachusetts
$492K +$14.1K +600 +3%
SAM
38
Summit Asset Management
Tennessee
$484K -$130K -5,563 -21%
DWM
39
Diversify Wealth Management
Utah
$467K -$321K -13,706 -41%
FG
40
Fiduciary Group
Georgia
$446K +$125K +5,335 +39%
US Bancorp
41
US Bancorp
Minnesota
$444K -$39.1K -1,669 -8%
WA
42
Wealthstar Advisors
Texas
$441K +$35.6K +1,519 +9%
JP Morgan Chase
43
JP Morgan Chase
New York
$412K +$316K +13,500 +338%
TAP
44
Tounjian Advisory Partners
Florida
$391K -$1.69K -72 -0.4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$390K +$388K +16,568 New
CP
46
Camelot Portfolios
Ohio
$381K -$27.9K -1,190 -7%
AF
47
Allworth Financial
California
$366K -$215K -9,171 -37%
PFS
48
Prospera Financial Services
Texas
$314K +$18.8K +803 +6%
IAIM
49
International Assets Investment Management
Florida
$311K -$21.1K -900 -6%
ATC
50
Argent Trust Co
Tennessee
$311K +$73.9K +3,154 +31%

SEIX Hedge Fund Activity: Q2 2025 in Review

72 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q2 2025, worth a combined $139M — up 8.2% from $128M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIX positions and 9 closed out — a net gain of 4 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.05M. The largest seller was Virtus Investment Advisers, exiting entirely with an estimated $19M sold.

  • 72 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $139M of Virtus SEIX Senior Loan ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 13 funds opened new Virtus SEIX Senior Loan ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q2 2025 was Jane Street, an estimated $3.05M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q2 2025 was Virtus Investment Advisers, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.