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Virtus SEIX Senior Loan ETF

67 hedge funds and large institutions have $109M invested in Virtus SEIX Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1.49% less ownership

Funds ownership: 47.76%46.28% (-1.5%)

13% less funds holding

Funds holding: 7767 (-10)

14% less capital invested

Capital invested by funds: $128M → $109M (-$18.5M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
28
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
26
Argent Trust Co
Tennessee
$824K +$178K +7,689 +27%
KPWS
27
Kestra Private Wealth Services
Texas
$798K -$334K -14,386 -29%
JIR
28
James Investment Research
Ohio
$790K +$105K +4,537 +15%
Jane Street
29
Jane Street
New York
$758K +$223K +9,602 +41%
Osaic Holdings
30
Osaic Holdings
Arizona
$613K -$143K -6,163 -19%
IFG
31
Independent Financial Group
California
$498K -$5.27K -227 -1%
FG
32
Fiduciary Group
Georgia
$478K +$51K +2,200 +12%
MML Investors Services
33
MML Investors Services
Massachusetts
$463K -$24K -1,033 -5%
WA
34
Wealthstar Advisors
Texas
$449K +$371 +16 +0.1%
KA
35
Kovack Advisors
Florida
$443K +$426K +18,348 New
PWM
36
Perigon Wealth Management
California
$427K -$686K -29,550 -61%
TA
37
Tactive Advisors
Florida
$414K +$74.9K +3,227 +22%
AAS
38
Ameritas Advisory Services
Nebraska
$407K -$19.9K -858 -5%
PFS
39
Prospera Financial Services
Texas
$383K +$42.1K +1,815 +12%
FTUS
40
Flow Traders U.S.
New York
$365K -$73.9K -3,183 -17%
TAP
41
Tounjian Advisory Partners
Florida
$293K -$92K -3,966 -24%
AFP
42
Ausdal Financial Partners
Iowa
$272K +$19.1K +825 +8%
DWM
43
Diversify Wealth Management
Utah
$257K +$16.9K +728 +7%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$251K +$2.34K +101 +0.9%
IAIM
45
International Assets Investment Management
Florida
$231K -$23.2K -1,000 -9%
CPG
46
Cornerstone Planning Group
New Jersey
$228K -$431K -18,568 -65%
P
47
&Partners
Tennessee
$212K +$214K +9,202 New
RFN
48
RDA Financial Network
Iowa
$201K -$17.2K -742 -8%
ACM
49
Anfield Capital Management
California
$172K +$7.05K +304 +4%
ECA
50
Elevated Capital Advisors
Utah
$159K -$19.2K -827 -11%