Virtus SEIX Senior Loan ETF
SEIX
17 hedge funds and large institutions have $28.8M invested in Virtus SEIX Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
21% more funds holding
Funds holding: 14 → 17 (+3)
1% less capital invested
Capital invested by funds: $29M → $28.8M (-$290K)
6.41% less ownership
Funds ownership: 38.05% → 31.64% (-6.4%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.05M |
| 2 |
SNB
Security National Bank
Omaha,
Nebraska
|
+$1.39M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$205K |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$68.7K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.98M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$576K |
| 3 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$486K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$338K |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$333K |
SEIX Hedge Fund Activity: Q3 2022 in Review
17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q3 2022, worth a combined $28.8M — down 1% from $29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SEIX positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $7.05M. The largest seller was Jane Street, cutting an estimated $6.98M.
- 17 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q3 2022, up from 14 in Q2 2022.
- Funds reported $28.8M of Virtus SEIX Senior Loan ETF stock for Q3 2022, down 1% quarter-over-quarter.
- 5 funds opened new Virtus SEIX Senior Loan ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q3 2022 was AE Wealth Management, an estimated $7.05M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q3 2022 was Jane Street, an estimated $6.98M sold.
Based on aggregated 13F filings for Q3 2022.