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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

27 hedge funds and large institutions have $34.7M invested in Virtus SEIX Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IP
1
Ignite Planners
California
$2.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.3M
3
AWM
3
AE Wealth Management
Kansas
$3.78M
4
FW
4
FirstPurpose Wealth
Utah
$827K
5
FTUS
5
Flow Traders U.S.
New York
$710K

Top Sellers

1
SNB
1
Security National Bank
Nebraska
$803K
2
RC
2
Rovin Capital
Arizona
$238K
3
DI
3
DFPG Investments
Utah
$238K
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
RA
5
RFG Advisory
Alabama
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$11.2M 470,290 -879 -0.2%
AWM
2
AE Wealth Management
Kansas
$3.78M 158,395 +24,192 +18%
IP
3
Ignite Planners
California
$2.63M 110,502 +110,502 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.3M 96,107 +42,744 +80%
Jane Street
5
Jane Street
New York
$1.9M 79,578 +9,720 +14%
CAN
6
Cetera Advisor Networks
California
$1.77M 74,094 -17,481 -19%
SSWM
7
Sheets Smith Wealth Management
North Carolina
$1.34M 56,039 +3,205 +6%
HI
8
Harbour Investments
Wisconsin
$1.31M 54,941 +134 +0.2%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.09M 45,646 +13,004 +40%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$844K 35,359 -5,192 -13%
FW
11
FirstPurpose Wealth
Utah
$827K 34,650 +21,306 +160%
SNB
12
Security National Bank
Nebraska
$803K 33,634 -33,966 -50%
FTUS
13
Flow Traders U.S.
New York
$710K 29,726 +14,065 +90%
CPG
14
Cornerstone Planning Group
New Jersey
$593K 24,842 +7,415 +43%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$503K 21,044 +11,769 +127%
RA
16
RFG Advisory
Alabama
$483K 20,244 -15,884 -44%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$416K 17,413 +102 +0.6%
NFG
18
Nations Financial Group
Iowa
$414K 17,348 +4,715 +37%
JIR
19
James Investment Research
Ohio
$370K 15,492 +888 +6%
SAM
20
Summit Asset Management
Tennessee
$324K 13,575 -2,752 -17%
SWA
21
Stratos Wealth Advisors
Ohio
$319K 13,345 +3,674 +38%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$291K 12,200 – –
DI
23
DFPG Investments
Utah
$238K 9,954 -25,217 -72%
RC
24
Rovin Capital
Arizona
$238K 9,972 -33,458 -77%
UBS Group
25
UBS Group
Switzerland
$3.39K 142 +142 New
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