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Virtus SEIX Senior Loan ETF

68 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $116M → $128M (+$12.3M)

3% more funds holding

Funds holding: 6668 (+2)

2.33% less ownership

Funds ownership: 41%38.67% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$251K -$829K -34,745 -77%
TAM
52
Titleist Asset Management
Texas
$238K +$241K +10,093 New
ATC
53
Argent Trust Co
Tennessee
$237K -$9.54K -400 -4%
AWS
54
Atria Wealth Solutions
New York
$233K +$4.89K +205 +2%
ECA
55
Elevated Capital Advisors
Utah
$221K -$29.9K -1,252 -12%
AWA
56
Arete Wealth Advisors
Illinois
$217K +$220K +9,201 New
ACM
57
Anfield Capital Management
California
$115K +$32.6K +1,367 +39%
JP Morgan Chase
58
JP Morgan Chase
New York
$94.4K +$44.5K +1,865 +87%
PS
59
Principal Securities
Iowa
$23.7K
HI
60
Harbour Investments
Wisconsin
$16.3K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$13.5K +$13.6K +570 New
Bank of America
62
Bank of America
North Carolina
$12.1K
DRP
63
Decker Retirement Planning
Utah
$7.08K
VEA
64
Virtus ETF Advisers
New York
$2.5K +$2.53K +106 New
RF
65
Rossby Financial
Florida
$2.03K +$2.08K +87 New
Q1WB
66
Quest 10 Wealth Builders
Virginia
$897 +$549 +23 +153%
CAWM
67
Capital A Wealth Management
Pennsylvania
$212
Morgan Stanley
68
Morgan Stanley
New York
$31
Wells Fargo
69
Wells Fargo
California
$2
KOMWMG
70
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$4.98M -208,032 Closed
SOS
71
Silver Oak Securities
Tennessee
-$1.77M -73,999 Closed
SA
72
Sanctuary Advisors
Indiana
-$1.42M -59,258 Closed
TCG
73
Transcendent Capital Group
Oklahoma
-$101K -4,200 Closed
KIM
74
Kestra Investment Management
Texas
-$22.1K -924 Closed
CAS
75
Coppell Advisory Solutions
Texas
-$2.02K -84 Closed

SEIX Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2025, worth a combined $128M — up 11% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEIX positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $19.2M. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $4.98M sold.

  • 68 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 12 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q1 2025 was Virtus Investment Advisers, an estimated $19.2M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q1 2025 was Kerntke Otto McGlone Wealth Management Group, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.