Virtus SEIX Senior Loan ETF
SEIX
66 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, 28 increasing their positions, 10 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
127% more capital invested
Capital invested by funds: $51M → $116M (+$65.1M)
35% more funds holding
Funds holding: 49 → 66 (+17)
13.69% more ownership
Funds ownership: 27.31% → 41% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Drake & Associates
Waukesha,
Wisconsin
|
+$17.7M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$7.63M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.22M |
| 4 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$3.79M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Rovin Capital
Mesa,
Arizona
|
-$1.72M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$1.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$932K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$688K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$241K |
SEIX Hedge Fund Activity: Q4 2024 in Review
66 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q4 2024, worth a combined $116M — up 127% from $51M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SEIX positions and 5 closed out — a net gain of 17 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was Drake & Associates, opening a new position worth an estimated $17.7M. The largest seller was Rovin Capital, exiting entirely with an estimated $1.72M sold.
- 66 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q4 2024, up from 49 in Q3 2024.
- Funds reported $116M of Virtus SEIX Senior Loan ETF stock for Q4 2024, up 127% quarter-over-quarter.
- 22 funds opened new Virtus SEIX Senior Loan ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
- The largest Virtus SEIX Senior Loan ETF buyer in Q4 2024 was Drake & Associates, an estimated $17.7M added.
- The largest Virtus SEIX Senior Loan ETF seller in Q4 2024 was Rovin Capital, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2024.