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Virtus SEIX Senior Loan ETF

74 hedge funds and large institutions have $127M invested in Virtus SEIX Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

3% more funds holding

Funds holding: 7274 (+2)

4.99% less ownership

Funds ownership: 44.75%39.76% (-5%)

9% less capital invested

Capital invested by funds: $139M → $127M (-$12.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
32
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.23M +$160K +6,769 +15%
PWM
27
Perigon Wealth Management
California
$1.2M +$201K +8,500 +20%
SF
28
Synovus Financial
Georgia
$1.17M +$115K +4,867 +11%
NFG
29
Nations Financial Group
Iowa
$1.16M +$25.2K +1,067 +2%
UB
30
UMB Bank
Missouri
$1.08M
OC
31
OxenFree Capital
Florida
$876K -$61.5K -2,604 -7%
LPL Financial
32
LPL Financial
California
$843K -$591K -25,001 -41%
Osaic Holdings
33
Osaic Holdings
Arizona
$802K +$33.4K +1,414 +4%
TRCT
34
Tower Research Capital (TRC)
New York
$799K +$641K +27,101 +401%
JIR
35
James Investment Research
Ohio
$735K +$43.1K +1,824 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$730K -$275K -11,641 -27%
LWM
37
Lionshead Wealth Management
New York
$708K +$63.8K +2,699 +10%
KAS
38
Kestra Advisory Services
Texas
$626K -$3.62M -153,255 -85%
IFG
39
Independent Financial Group
California
$519K -$4.96K -210 -0.9%
DWP
40
Destiny Wealth Partners
Florida
$473K +$474K +20,035 New
MML Investors Services
41
MML Investors Services
Massachusetts
$471K -$21.8K -921 -4%
WA
42
Wealthstar Advisors
Texas
$468K +$26.5K +1,120 +6%
SAM
43
Summit Asset Management
Tennessee
$454K -$30.6K -1,295 -6%
FG
44
Fiduciary Group
Georgia
$447K
US Bancorp
45
US Bancorp
Minnesota
$422K -$22.8K -963 -5%
TA
46
Tactive Advisors
Florida
$391K +$124K +5,256 +46%
TAP
47
Tounjian Advisory Partners
Florida
$386K -$4.87K -206 -1%
ATC
48
Argent Trust Co
Tennessee
$377K +$66.4K +2,808 +21%
DWM
49
Diversify Wealth Management
Utah
$374K -$89.5K -3,785 -19%
PFS
50
Prospera Financial Services
Texas
$329K +$15K +634 +5%