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Virtus SEIX Senior Loan ETF

67 hedge funds and large institutions have $109M invested in Virtus SEIX Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1.49% less ownership

Funds ownership: 47.76%46.28% (-1.5%)

13% less funds holding

Funds holding: 7767 (-10)

14% less capital invested

Capital invested by funds: $128M → $109M (-$18.5M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
28
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Scarborough Advisors
Maryland
$125K +$1.11K +48 +0.9%
AF
52
Allworth Financial
California
$111K -$78K -3,362 -41%
US Bancorp
53
US Bancorp
Minnesota
$88K -$331K -14,275 -79%
Wells Fargo
54
Wells Fargo
California
$48.5K +$19.8K +853 +68%
MFP
55
Meramec Financial Planners
Missouri
$32.5K
GWM
56
Geneos Wealth Management
Colorado
$14.5K +$209 +9 +1%
MWA
57
Medallion Wealth Advisors
Connecticut
$14.3K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$9.66K +$9.72K +419 New
DRP
59
Decker Retirement Planning
Utah
$6.92K
IA
60
IFP Advisors
Florida
$5.19K +$5.22K +225 New
Q1WB
61
Quest 10 Wealth Builders
Virginia
$4.29K +$4.13K +178 +2,225%
RF
62
Rossby Financial
Florida
$2K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.53K +$1.53K +66 New
VEA
64
Virtus ETF Advisers
New York
$1.01K
MCM
65
MAI Capital Management
Ohio
$923 -$56.4K -2,432 -98%
Morgan Stanley
66
Morgan Stanley
New York
$24
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$23
KFG
68
Kingdom Financial Group
Arizona
$5 -$278 -12 Closed
LAS
69
Lloyd Advisory Services
Georgia
$5
AI
70
Atria Investments
North Carolina
-$5.19M -222,318 Closed
CF
71
Centaurus Financial
California
-$3.89M -166,597 Closed
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
-$1.29M -55,063 Closed
WWM
73
Westwood Wealth Management
California
-$1.12M -47,885 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
-$716K -30,652 Closed
KAS
75
Kestra Advisory Services
Texas
-$678K -29,061 Closed