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Virtus SEIX Senior Loan ETF

77 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more ownership

Funds ownership: 39.76%47.76% (+8%)

4% more funds holding

Funds holding: 7477 (+3)

1% more capital invested

Capital invested by funds: $127M → $128M (+$1.27M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
25
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1.01M -$136K -5,817 -12%
SAM
27
Summit Asset Management
Tennessee
$972K +$525K +22,376 +116%
PFPG
28
Pinnacle Financial Partners (Georgia)
Georgia
$890K +$894K +38,132 New
TWP
29
Triad Wealth Partners
Kansas
$863K +$867K +36,969 New
OC
30
OxenFree Capital
Florida
$859K -$8.09K -345 -0.9%
Osaic Holdings
31
Osaic Holdings
Arizona
$764K -$29.4K -1,253 -4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$716K -$1.68M -71,849 -70%
JIR
33
James Investment Research
Ohio
$694K -$33.8K -1,441 -5%
KAS
34
Kestra Advisory Services
Texas
$678K +$59.5K +2,536 +10%
CPG
35
Cornerstone Planning Group
New Jersey
$662K +$663K +28,273 +31,069%
ATC
36
Argent Trust Co
Tennessee
$655K +$283K +12,051 +75%
Jane Street
37
Jane Street
New York
$544K -$1.4M -59,591 -72%
IFG
38
Independent Financial Group
California
$510K -$3.96K -169 -0.8%
MML Investors Services
39
MML Investors Services
Massachusetts
$492K +$26.8K +1,145 +6%
LPL Financial
40
LPL Financial
California
$457K -$379K -16,149 -45%
WA
41
Wealthstar Advisors
Texas
$454K -$9.47K -404 -2%
FTUS
42
Flow Traders U.S.
New York
$444K -$3.19M -136,082 -88%
FG
43
Fiduciary Group
Georgia
$432K -$9.96K -425 -2%
AAS
44
Ameritas Advisory Services
Nebraska
$432K -$784K -33,443 -64%
US Bancorp
45
US Bancorp
Minnesota
$422K +$4.62K +197 +1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$392K -$2.56M -109,397 -87%
TAP
47
Tounjian Advisory Partners
Florida
$390K +$7.32K +312 +2%
PFS
48
Prospera Financial Services
Texas
$345K +$19.4K +829 +6%
TA
49
Tactive Advisors
Florida
$344K -$43.6K -1,861 -11%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$330K -$393K -16,783 -54%

SEIX Hedge Fund Activity: Q4 2025 in Review

77 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q4 2025, worth a combined $128M — up 1% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SEIX positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Destiny Wealth Partners, adding an estimated $16.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.81M sold.

  • 77 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q4 2025, up 1% quarter-over-quarter.
  • 14 funds opened new Virtus SEIX Senior Loan ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q4 2025 was Destiny Wealth Partners, an estimated $16.6M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q4 2025 was JP Morgan Chase, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2025.