Virtus SEIX Senior Loan ETF
SEIX
49 hedge funds and large institutions have $50.6M invested in Virtus SEIX Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
7% more funds holding
Funds holding: 46 → 49 (+3)
1% more capital invested
Capital invested by funds: $50.2M → $50.6M (+$414K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.11% less ownership
Funds ownership: 32.52% → 32.41% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.66M |
| 2 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$1.19M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$969K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$838K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$2.5M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.09M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$779K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$479K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOS
51
Silver Oak Securities
Jackson,
Tennessee
| – | -$1.1M | -46,288 | Closed |
|
52
Jane Street
New York
| – | -$276K | -11,581 | Closed |
|
|
DAS
53
Diversify Advisory Services
Sandy,
Utah
| – | -$272K | -11,410 | Closed |
|
|
GI
54
Gradient Investments
Arden Hills,
Minnesota
| – | -$9.56K | -401 | Closed |
|
SEIX Hedge Fund Activity: Q3 2024 in Review
49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q3 2024, worth a combined $50.6M — up 0.82% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEIX positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $9.66M. The largest seller was Allworth Financial, cutting an estimated $2.5M.
- 49 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q3 2024, up from 46 in Q2 2024.
- Funds reported $50.6M of Virtus SEIX Senior Loan ETF stock for Q3 2024, up 0.82% quarter-over-quarter.
- 8 funds opened new Virtus SEIX Senior Loan ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $9.66M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q3 2024 was Allworth Financial, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2024.