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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

46 hedge funds and large institutions have $50.2M invested in Virtus SEIX Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
19
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$3.88M
2
OMC
2
Old Mission Capital
Illinois
$1.33M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.1M
4
IP
4
Ignite Planners
California
$6.2M
5
AI
5
Atria Investments
North Carolina
$954K

Top Sellers

1
Jane Street
1
Jane Street
New York
$276K
2
AF
2
Allworth Financial
California
$4.87M
3
AWM
3
AE Wealth Management
Kansas
$5.11M
4
VIM
4
Vista Investment Management
Pennsylvania
$0
5
FTUS
5
Flow Traders U.S.
New York
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
IP
1
Ignite Planners
California
$6.2M 259,988 +41,509 +19%
AWM
2
AE Wealth Management
Kansas
$5.11M 214,393 -55,893 -21%
VFA
3
Virtus Fund Advisers
Connecticut
$5.01M 210,382 – –
AF
4
Allworth Financial
California
$4.87M 203,764 -66,398 -25%
FIA
5
Foundations Investment Advisors
Arizona
$3.88M 162,885 +162,885 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.64M 110,699 +7,164 +7%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.82M 76,266 +3,886 +5%
SA
8
Sanctuary Advisors
Indiana
$1.44M 60,324 +60,324 New
SSWM
9
Sheets Smith Wealth Management
North Carolina
$1.43M 60,083 +2,416 +4%
RC
10
Rovin Capital
Arizona
$1.4M 58,670 +8,397 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.37M 57,456 +5,422 +10%
OMC
12
Old Mission Capital
Illinois
$1.33M 55,736 +55,736 New
DWM
13
Diversify Wealth Management
Utah
$1.12M 47,071 +47,071 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.1M 46,309 +46,309 New
SOS
15
Silver Oak Securities
Tennessee
$1.1M 46,288 +710 +2%
AI
16
Atria Investments
North Carolina
$954K 40,050 +40,050 New
OC
17
OxenFree Capital
Florida
$832K 34,915 +2,381 +7%
JIR
18
James Investment Research
Ohio
$749K 31,427 +1,746 +6%
FTUS
19
Flow Traders U.S.
New York
$742K 31,150 -8,570 -22%
SWA
20
Stratos Wealth Advisors
Ohio
$721K 30,257 +3,698 +14%
IWC
21
Integrated Wealth Concepts
Massachusetts
$677K 28,425 +1,442 +5%
NFG
22
Nations Financial Group
Iowa
$644K 27,022 +6,851 +34%
CPG
23
Cornerstone Planning Group
New Jersey
$584K 24,606 +162 +0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$538K 22,591 -1,542 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$516K 21,652 -357 -2%
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