Virtus SEIX Senior Loan ETF
SEIX
32 hedge funds and large institutions have $46.9M invested in Virtus SEIX Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
30% more capital invested
Capital invested by funds: $36.1M → $46.9M (+$10.9M)
19% more funds holding
Funds holding: 27 → 32 (+5)
2% more ownership
Funds ownership: 36.03% → 38.03% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$5.06M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.49M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.76M |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
+$1.47M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$4.37M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$1.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$654K |
| 4 |
Morgan Stanley
New York
|
-$94.5K |
| 5 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
-$10.5K |
SEIX Hedge Fund Activity: Q1 2024 in Review
32 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2024, worth a combined $46.9M — up 30% from $36.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEIX positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Virtus Fund Advisers, opening a new position worth an estimated $5.06M. The largest seller was Allworth Financial, cutting an estimated $4.37M.
- 32 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2024, up from 27 in Q4 2023.
- Funds reported $46.9M of Virtus SEIX Senior Loan ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 8 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2024 and 2 closed out, a net change of +6 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q1 2024 was Virtus Fund Advisers, an estimated $5.06M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q1 2024 was Allworth Financial, an estimated $4.37M sold.
Based on aggregated 13F filings for Q1 2024.