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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

22 hedge funds and large institutions have $18.3M invested in Virtus SEIX Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$1.63M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$288K
3
DI
3
DFPG Investments
Utah
$288K
4
Jane Street
4
Jane Street
New York
$269K
5
NFG
5
Nations Financial Group
Iowa
$246K

Top Sellers

1
SNB
1
Security National Bank
Nebraska
$3.69M
2
AWM
2
AE Wealth Management
Kansas
$2.97M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$733K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.42M
5
RC
5
Rovin Capital
Arizona
$946K
Name Market Value Shares Shares
Change 		Shares
Change %
SNB
1
Security National Bank
Nebraska
$3.69M 156,459 -270,579 -63%
AWM
2
AE Wealth Management
Kansas
$2.97M 126,154 -176,270 -58%
HI
3
Harbour Investments
Wisconsin
$1.76M 74,785 +2,929 +4%
AI
4
Atria Investments
North Carolina
$1.63M 69,028 +69,028 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.42M 60,037 -14,697 -20%
SSWM
6
Sheets Smith Wealth Management
North Carolina
$1.2M 50,827 +346 +0.7%
RA
7
RFG Advisory
Alabama
$972K 41,233 +423 +1%
RC
8
Rovin Capital
Arizona
$946K 40,122 -9,222 -19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$733K 31,083 -17,413 -36%
SAM
10
Summit Asset Management
Tennessee
$461K 19,567 -3,769 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$429K 18,188 +25 +0.1%
JIR
12
James Investment Research
Ohio
$376K 15,965 +930 +6%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$288K 12,200 +12,200 New
DI
14
DFPG Investments
Utah
$288K 12,198 +12,198 New
Jane Street
15
Jane Street
New York
$269K 11,419 +11,419 New
MML Investors Services
16
MML Investors Services
Massachusetts
$255K 10,839 -4,258 -28%
NFG
17
Nations Financial Group
Iowa
$246K 10,430 +10,430 New
SWA
18
Stratos Wealth Advisors
Ohio
$211K 8,940 +8,940 New
UBS Group
19
UBS Group
Switzerland
$89.7K 3,806 +2,229 +141%
WP
20
WealthPLAN Partners
Nebraska
$46.9K 1,989 +1,989 New
US Bancorp
21
US Bancorp
Minnesota
$1.93K 82 +82 New
BAM
22
Belpointe Asset Management
Nevada
$778 33 +33 New
EWM
23
Echo Wealth Management
Minnesota
– – -8,553 Closed
FFA
24
Farther Finance Advisors
California
– – -2,497 Closed
DWP
25
Destiny Wealth Partners
Florida
– – -840 Closed
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