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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

66 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
35
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Virtus Investment Advisers
Connecticut
+$19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.49M
3
AF
Advisornet Financial
Minnesota
+$2.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.01M
5
LPL Financial
LPL Financial
California
+$1.52M

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$4.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.18M
3
SOS
Silver Oak Securities
Tennessee
-$1.77M
4
AI
Atria Investments
North Carolina
-$994K
5
Citadel Advisors
Citadel Advisors
Florida
-$820K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
51
Titleist Asset Management
Texas
$238K +$238K +10,093 New
ATC
52
Argent Trust Co
Tennessee
$237K -$9.44K -400 -4%
AWS
53
Atria Wealth Solutions
New York
$233K +$4.84K +205 +2%
ECA
54
Elevated Capital Advisors
Utah
$221K -$29.6K -1,252 -12%
AWA
55
Arete Wealth Advisors
Illinois
$217K +$217K +9,201 New
ACM
56
Anfield Capital Management
California
$115K +$32.3K +1,367 +39%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$94.4K +$44K +1,865 +87%
PS
58
Principal Securities
Iowa
$23.7K – – –
HI
59
Harbour Investments
Wisconsin
$16.3K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$13.5K +$13.5K +570 New
Bank of America
61
Bank of America
North Carolina
$12.1K – – –
DRP
62
Decker Retirement Planning
Utah
$7.08K – – –
RF
63
Rossby Financial
Florida
$2.03K +$2.03K +87 New
Q1WB
64
Quest 10 Wealth Builders
Virginia
$897 +$543 +23 +153%
CAWM
65
Capital A Wealth Management
Pennsylvania
$212 – – –
Morgan Stanley
66
Morgan Stanley
New York
$31 – – –
Wells Fargo
67
Wells Fargo
California
$2 -$6 – –
KOMWMG
68
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$4.98M -208,032 Closed
SOS
69
Silver Oak Securities
Tennessee
– -$1.77M -73,999 Closed
TCG
70
Transcendent Capital Group
Oklahoma
– -$101K -4,200 Closed
KIM
71
Kestra Investment Management
Texas
– -$22.1K -924 Closed
CAS
72
Coppell Advisory Solutions
Texas
– -$2.02K -84 Closed
FWM
73
FLP Wealth Management
Arkansas
– -$379 -16 Closed
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