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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in Virtus SEIX Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
22
Increased
27
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Drake & Associates
Wisconsin
$17.8M
2
VFA
2
Virtus Fund Advisers
Connecticut
$12.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.54M
4
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.98M
5
KAS
5
Kestra Advisory Services
Texas
$3.93M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$235K
2
RC
2
Rovin Capital
Arizona
$0
3
AF
3
Allworth Financial
California
$967K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$413K
5
FTUS
5
Flow Traders U.S.
New York
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$229K 9,580 +307 +3%
TCG
52
Transcendent Capital Group
Oklahoma
$101K 4,200 – –
ACM
53
Anfield Capital Management
California
$83.6K 3,495 – –
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$51.1K 2,135 -1,901 -47%
PS
55
Principal Securities
Iowa
$23.7K 989 -2,087 -68%
KIM
56
Kestra Investment Management
Texas
$22.1K 924 +924 New
HI
57
Harbour Investments
Wisconsin
$16.6K 692 – –
Bank of America
58
Bank of America
North Carolina
$12.3K 512 +512 New
DRP
59
Decker Retirement Planning
Utah
$7.18K 300 +300 New
GRP
60
Global Retirement Partners
California
$4.71K 197 +197 New
CAS
61
Coppell Advisory Solutions
Texas
$2.02K 84 – –
FWM
62
FLP Wealth Management
Arkansas
$379 16 +16 New
Q1WB
63
Quest 10 Wealth Builders
Virginia
$359 15 +15 New
CAWM
64
Capital A Wealth Management
Pennsylvania
$215 9 +9 New
Morgan Stanley
65
Morgan Stanley
New York
$34 1 – –
Wells Fargo
66
Wells Fargo
California
– – – –
RC
67
Rovin Capital
Arizona
– – -72,087 Closed
OMC
68
Old Mission Capital
Illinois
– – -10,145 Closed
UBS Group
69
UBS Group
Switzerland
– – -1,868 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– – -185 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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