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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

18 hedge funds and large institutions have $27.2M invested in Virtus SEIX Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
6
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SNB
1
Security National Bank
Nebraska
$9.92M
2
HI
2
Harbour Investments
Wisconsin
$1.67M
3
SAM
3
Summit Asset Management
Tennessee
$542K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$351K
5
RA
5
RFG Advisory
Alabama
$973K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.13M
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$0
5
JIR
5
James Investment Research
Ohio
$349K
Name Market Value Shares Shares
Change 		Shares
Change %
SNB
1
Security National Bank
Nebraska
$9.92M 427,038 +96,256 +29%
AWM
2
AE Wealth Management
Kansas
$7.03M 302,424 +2,620 +0.9%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.74M 74,734 -18,323 -20%
HI
4
Harbour Investments
Wisconsin
$1.67M 71,856 +71,856 New
SSWM
5
Sheets Smith Wealth Management
North Carolina
$1.17M 50,481 -339 -0.7%
RC
6
Rovin Capital
Arizona
$1.15M 49,344 +157 +0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.13M 48,496 -10,551 -18%
RA
8
RFG Advisory
Alabama
$973K 40,810 +12,354 +43%
SAM
9
Summit Asset Management
Tennessee
$542K 23,336 +23,336 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$422K 18,163 +1,891 +12%
CPG
11
Cornerstone Planning Group
New Jersey
$401K 16,968 +16,968 New
MML Investors Services
12
MML Investors Services
Massachusetts
$351K 15,097 +15,097 New
JIR
13
James Investment Research
Ohio
$349K 15,035 -6,122 -29%
EWM
14
Echo Wealth Management
Minnesota
$202K 8,553 +8,553 New
FFA
15
Farther Finance Advisors
California
$58K 2,497 +2,497 New
UBS Group
16
UBS Group
Switzerland
$36.6K 1,577 +1,293 +455%
DWP
17
Destiny Wealth Partners
Florida
$19.5K 840 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$325 14 +14 New
Jane Street
19
Jane Street
New York
– – -25,916 Closed
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
– – -8,735 Closed
CFD
21
Creative Financial Designs
Indiana
– – -1,195 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– – -202 Closed
Bank of America
23
Bank of America
North Carolina
– – -34 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –