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Virtus SEIX Senior Loan ETF

68 hedge funds and large institutions have $138M invested in Virtus SEIX Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
29
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.06M +$269K +11,427 +34%
SF
27
Synovus Financial
Georgia
$1.05M -$264K -11,226 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1M -$2.58M -109,412 -72%
PWM
29
Perigon Wealth Management
California
$1M +$1M +42,550 New
OC
30
OxenFree Capital
Florida
$936K +$38.1K +1,615 +4%
JIR
31
James Investment Research
Ohio
$691K +$6.74K +286 +1%
LWM
32
Lionshead Wealth Management
New York
$644K -$46.6K -1,979 -7%
CPG
33
Cornerstone Planning Group
New Jersey
$613K +$6.71K +284 +1%
Osaic Holdings
34
Osaic Holdings
Arizona
$608K -$572K -23,916 -48%
BRWA
35
B. Riley Wealth Advisors
Florida
$552K +$552K +23,410 New
MML Investors Services
36
MML Investors Services
Massachusetts
$492K +$14.1K +600 +3%
SAM
37
Summit Asset Management
Tennessee
$484K -$131K -5,563 -21%
DWM
38
Diversify Wealth Management
Utah
$467K -$324K -13,706 -41%
FG
39
Fiduciary Group
Georgia
$446K +$126K +5,335 +39%
US Bancorp
40
US Bancorp
Minnesota
$444K -$39.3K -1,669 -8%
WA
41
Wealthstar Advisors
Texas
$441K +$35.8K +1,519 +9%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$412K +$318K +13,500 +338%
TAP
43
Tounjian Advisory Partners
Florida
$391K -$1.7K -72 -0.4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$390K +$390K +16,568 New
CP
45
Camelot Portfolios
Ohio
$381K -$28K -1,190 -7%
AF
46
Allworth Financial
California
$366K -$216K -9,171 -37%
PFS
47
Prospera Financial Services
Texas
$314K +$18.9K +803 +6%
IAIM
48
International Assets Investment Management
Florida
$311K -$21.2K -900 -6%
ATC
49
Argent Trust Co
Tennessee
$311K +$74.3K +3,154 +31%
Citadel Advisors
50
Citadel Advisors
Florida
$270K +$19.8K +841 +8%