Virtus SEIX Senior Loan ETF
SEIX
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.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more funds holding
Funds holding: 17 → 18 (+1)
5.42% more ownership
Funds ownership: 31.64% → 37.06% (+5.4%)
6% less capital invested
Capital invested by funds: $28.8M → $27.2M (-$1.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
+$2.25M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.68M |
| 3 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$545K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$352K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$599K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$428K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$246K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$202K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$143K |
SEIX Hedge Fund Activity: Q4 2022 in Review
18 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q4 2022, worth a combined $27.2M — down 5.6% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SEIX positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Security National Bank, adding an estimated $2.25M. The largest seller was Jane Street, exiting entirely with an estimated $599K sold.
- 18 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $27.2M of Virtus SEIX Senior Loan ETF stock for Q4 2022, down 5.6% quarter-over-quarter.
- 7 funds opened new Virtus SEIX Senior Loan ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q4 2022 was Security National Bank, an estimated $2.25M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q4 2022 was Jane Street, an estimated $599K sold.
Based on aggregated 13F filings for Q4 2022.