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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

65 hedge funds and large institutions have $116M invested in Virtus SEIX Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+17
Holders Change %
+35.42%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
22
Increased
27
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Drake & Associates
Wisconsin
$17.8M
2
VFA
2
Virtus Fund Advisers
Connecticut
$12.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.54M
4
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.98M
5
KAS
5
Kestra Advisory Services
Texas
$3.93M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$235K
2
RC
2
Rovin Capital
Arizona
$0
3
AF
3
Allworth Financial
California
$967K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$413K
5
FTUS
5
Flow Traders U.S.
New York
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
1
Drake & Associates
Wisconsin
$17.8M 740,705 +740,705 New
VFA
2
Virtus Fund Advisers
Connecticut
$12.7M 528,855 +318,473 +151%
AWM
3
AE Wealth Management
Kansas
$6.77M 283,087 +36,208 +15%
IP
4
Ignite Planners
California
$6.76M 282,194 +6,260 +2%
FIA
5
Foundations Investment Advisors
Arizona
$5.61M 234,312 +47,934 +26%
KOMWMG
6
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.98M 208,032 +158,222 +318%
AI
7
Atria Investments
North Carolina
$4.69M 195,795 +153,103 +359%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.54M 189,705 +176,086 +1,293%
KAS
9
Kestra Advisory Services
Texas
$3.93M 164,062 +155,032 +1,717%
CF
10
Centaurus Financial
California
$3.65M 152,487 +152,487 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.53M 147,644 +128,854 +686%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.48M 145,405 +30,706 +27%
IIM
13
Illumine Investment Management
Washington
$3.38M 141,075 +141,075 New
UWM
14
USAdvisors Wealth Management
Minnesota
$3.16M 132,013 +132,013 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.02M 126,336 +76,387 +153%
SOS
16
Silver Oak Securities
Tennessee
$1.77M 73,999 +73,999 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.67M 69,646 +28,601 +70%
SWA
18
Stratos Wealth Advisors
Ohio
$1.44M 60,159 +3,293 +6%
SA
19
Sanctuary Advisors
Indiana
$1.42M 59,258 +112 +0.2%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$1.4M 58,415 -104 -0.2%
RFN
21
RDA Financial Network
Iowa
$1.36M 56,667 +56,667 New
KPWS
22
Kestra Private Wealth Services
Texas
$1.11M 46,571 +46,571 New
UB
23
UMB Bank
Missouri
$1.1M 45,805 +45,805 New
DWM
24
Diversify Wealth Management
Utah
$1.09M 45,488 -233 -0.5%
NFG
25
Nations Financial Group
Iowa
$1.09M 45,447 +15,183 +50%
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