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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

27 hedge funds and large institutions have $36.2M invested in Virtus SEIX Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$1.29M
2
IP
2
Ignite Planners
California
$3.77M
3
AWM
3
AE Wealth Management
Kansas
$4.73M
4
Jane Street
4
Jane Street
New York
$2.37M
5
JIR
5
James Investment Research
Ohio
$643K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$944K
2
HI
2
Harbour Investments
Wisconsin
$25.2K
3
SNB
3
Security National Bank
Nebraska
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$10.8M 451,869 -18,421 -4%
AWM
2
AE Wealth Management
Kansas
$4.73M 197,064 +38,669 +24%
IP
3
Ignite Planners
California
$3.77M 157,532 +47,030 +43%
Jane Street
4
Jane Street
New York
$2.37M 99,205 +19,627 +25%
CAN
5
Cetera Advisor Networks
California
$1.79M 74,996 +902 +1%
SSWM
6
Sheets Smith Wealth Management
North Carolina
$1.33M 55,587 -452 -0.8%
GS
7
GTS Securities
New York
$1.29M 53,912 +53,912 New
MML Investors Services
8
MML Investors Services
Massachusetts
$1.23M 51,507 +5,861 +13%
FW
9
FirstPurpose Wealth
Utah
$1.04M 43,445 +8,795 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$944K 39,440 -56,667 -59%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$917K 38,320 +2,961 +8%
OC
12
OxenFree Capital
Florida
$758K 31,672 +31,672 New
JIR
13
James Investment Research
Ohio
$643K 26,873 +11,381 +73%
CPG
14
Cornerstone Planning Group
New Jersey
$595K 24,879 +37 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$534K 22,318 +1,274 +6%
SWA
16
Stratos Wealth Advisors
Ohio
$525K 21,939 +8,594 +64%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$448K 18,709 +1,296 +7%
RC
18
Rovin Capital
Arizona
$446K 18,627 +8,655 +87%
NFG
19
Nations Financial Group
Iowa
$440K 18,394 +1,046 +6%
SAM
20
Summit Asset Management
Tennessee
$411K 17,184 +3,609 +27%
TNBTD
21
Trustmark National Bank Trust Department
Mississippi
$356K 14,897 +2,697 +22%
VIM
22
Vista Investment Management
Pennsylvania
$242K 10,120 +10,120 New
DI
23
DFPG Investments
Utah
$235K 9,833 -121 -1%
Morgan Stanley
24
Morgan Stanley
New York
$188K 7,862 +7,862 New
PS
25
Principal Securities
Iowa
$68.9K 2,880 +2,880 New
1
2