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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

25 hedge funds and large institutions have $31.2M invested in Virtus SEIX Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$11.1M
2
CAN
2
Cetera Advisor Networks
California
$2.16M
3
Jane Street
3
Jane Street
New York
$1.65M
4
DI
4
DFPG Investments
Utah
$839K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$769K

Top Sellers

1
SNB
1
Security National Bank
Nebraska
$1.59M
2
AI
2
Atria Investments
North Carolina
$0
3
HI
3
Harbour Investments
Wisconsin
$1.29M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.26M
5
RA
5
RFG Advisory
Alabama
$852K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$11.1M 471,169 +471,169 New
AWM
2
AE Wealth Management
Kansas
$3.16M 134,203 +8,049 +6%
CAN
3
Cetera Advisor Networks
California
$2.16M 91,575 +91,575 New
Jane Street
4
Jane Street
New York
$1.65M 69,858 +58,439 +512%
SNB
5
Security National Bank
Nebraska
$1.59M 67,600 -88,859 -57%
HI
6
Harbour Investments
Wisconsin
$1.29M 54,807 -19,978 -27%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.26M 53,363 -6,674 -11%
SSWM
8
Sheets Smith Wealth Management
North Carolina
$1.25M 52,834 +2,007 +4%
RC
9
Rovin Capital
Arizona
$1.02M 43,430 +3,308 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$956K 40,551 +9,468 +30%
RA
11
RFG Advisory
Alabama
$852K 36,128 -5,105 -12%
DI
12
DFPG Investments
Utah
$839K 35,171 +22,973 +188%
MML Investors Services
13
MML Investors Services
Massachusetts
$769K 32,642 +21,803 +201%
CPG
14
Cornerstone Planning Group
New Jersey
$411K 17,427 +17,427 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$408K 17,311 -877 -5%
SAM
16
Summit Asset Management
Tennessee
$385K 16,327 -3,240 -17%
FTUS
17
Flow Traders U.S.
New York
$369K 15,661 +15,661 New
JIR
18
James Investment Research
Ohio
$344K 14,604 -1,361 -9%
FW
19
FirstPurpose Wealth
Utah
$315K 13,344 +13,344 New
NFG
20
Nations Financial Group
Iowa
$298K 12,633 +2,203 +21%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$288K 12,200 – –
SWA
22
Stratos Wealth Advisors
Ohio
$228K 9,671 +731 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$219K 9,275 +9,275 New
WP
24
WealthPLAN Partners
Nebraska
$46.9K 1,989 – –
US Bancorp
25
US Bancorp
Minnesota
$1.93K 82 – –
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