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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

48 hedge funds and large institutions have $50.4M invested in Virtus SEIX Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KOMWMG
1
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M
2
FTUS
2
Flow Traders U.S.
New York
$1.71M
3
SF
3
Synovus Financial
Georgia
$837K
4
AWM
4
AE Wealth Management
Kansas
$5.88M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M

Top Sellers

1
AF
1
Allworth Financial
California
$2.35M
2
SOS
2
Silver Oak Securities
Tennessee
$0
3
OMC
3
Old Mission Capital
Illinois
$241K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$324K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
1
Ignite Planners
California
$6.57M 275,934 +15,946 +6%
AWM
2
AE Wealth Management
Kansas
$5.88M 246,879 +32,486 +15%
VFA
3
Virtus Fund Advisers
Connecticut
$5.01M 210,382 – –
FIA
4
Foundations Investment Advisors
Arizona
$4.44M 186,378 +23,493 +14%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.73M 114,699 +4,000 +4%
AF
6
Allworth Financial
California
$2.35M 98,940 -104,824 -51%
RC
7
Rovin Capital
Arizona
$1.72M 72,087 +13,417 +23%
FTUS
8
Flow Traders U.S.
New York
$1.71M 71,805 +40,655 +131%
SA
9
Sanctuary Advisors
Indiana
$1.42M 59,146 -1,178 -2%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.39M 58,519 -1,564 -3%
SWA
11
Stratos Wealth Advisors
Ohio
$1.35M 56,866 +26,609 +88%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.34M 56,168 -20,098 -26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.19M 49,949 +27,358 +121%
KOMWMG
14
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M 49,810 +49,810 New
DWM
15
Diversify Wealth Management
Utah
$1.09M 45,721 -1,350 -3%
AI
16
Atria Investments
North Carolina
$1.02M 42,692 +2,642 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$977K 41,045 -16,411 -29%
OC
18
OxenFree Capital
Florida
$901K 37,860 +2,945 +8%
SF
19
Synovus Financial
Georgia
$837K 35,158 +35,158 New
NFG
20
Nations Financial Group
Iowa
$720K 30,264 +3,242 +12%
IWC
21
Integrated Wealth Concepts
Massachusetts
$713K 29,951 +1,526 +5%
JIR
22
James Investment Research
Ohio
$620K 26,033 -5,394 -17%
CPG
23
Cornerstone Planning Group
New Jersey
$599K 25,030 +424 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$529K 22,230 +6,353 +40%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$447K 18,790 -2,862 -13%
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