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Virtus SEIX Senior Loan ETF

77 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more ownership

Funds ownership: 39.76%47.76% (+8%)

4% more funds holding

Funds holding: 7477 (+3)

1% more capital invested

Capital invested by funds: $127M → $128M (+$1.27M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
25
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
TrueMark Investments
Illinois
$320K +$321K +13,691 New
IAIM
52
International Assets Investment Management
Florida
$257K -$51.6K -2,200 -17%
AFP
53
Ausdal Financial Partners
Iowa
$256K +$257K +10,959 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$251K -$5.06K -216 -2%
DWM
55
Diversify Wealth Management
Utah
$242K -$132K -5,621 -35%
RFN
56
RDA Financial Network
Iowa
$220K -$1.19M -50,612 -84%
AF
57
Allworth Financial
California
$191K -$56.9K -2,426 -23%
ECA
58
Elevated Capital Advisors
Utah
$180K +$181K +7,710 New
ACM
59
Anfield Capital Management
California
$167K +$45.6K +1,945 +37%
SA
60
Scarborough Advisors
Maryland
$126K +$77.7K +3,313 +160%
MCM
61
MAI Capital Management
Ohio
$57.7K +$58K +2,472 New
UBS Group
62
UBS Group
Switzerland
$39.1K +$26K +1,111 +196%
MFP
63
Meramec Financial Planners
Missouri
$32.6K +$33K +1,406 New
Wells Fargo
64
Wells Fargo
California
$29.2K +$22.5K +958 +327%
HI
65
Harbour Investments
Wisconsin
$16.2K
MWA
66
Medallion Wealth Advisors
Connecticut
$14.5K
GWM
67
Geneos Wealth Management
Colorado
$14.5K -$37.1K -1,582 -72%
DRP
68
Decker Retirement Planning
Utah
$7K
GRP
69
Global Retirement Partners
California
$4.6K
Jones Financial Companies
70
Jones Financial Companies
Missouri
$2.12K +$2.13K +91 New
RF
71
Rossby Financial
Florida
$2.03K
VEA
72
Virtus ETF Advisers
New York
$1.03K +$305 +13 +42%
KFG
73
Kingdom Financial Group
Arizona
$289 +$281 +12 New
Q1WB
74
Quest 10 Wealth Builders
Virginia
$187
Morgan Stanley
75
Morgan Stanley
New York
$34 -$492 -21 -95%

SEIX Hedge Fund Activity: Q4 2025 in Review

77 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q4 2025, worth a combined $128M — up 1% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SEIX positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Destiny Wealth Partners, adding an estimated $16.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.81M sold.

  • 77 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q4 2025, up 1% quarter-over-quarter.
  • 14 funds opened new Virtus SEIX Senior Loan ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q4 2025 was Destiny Wealth Partners, an estimated $16.6M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q4 2025 was JP Morgan Chase, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2025.