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Virtus SEIX Senior Loan ETF
SEIX

Overview Fund Activity

66 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
35
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Virtus Investment Advisers
Connecticut
$19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.14M
3
AF
Advisornet Financial
Minnesota
$2.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.99M
5
LPL Financial
LPL Financial
California
$1.74M

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$304K
3
SOS
Silver Oak Securities
Tennessee
$0
4
AI
Atria Investments
North Carolina
$3.63M
5
Citadel Advisors
Citadel Advisors
Florida
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1
Virtus Investment Advisers
Connecticut
$19M +$19M +802,814 New
DA
2
Drake & Associates
Wisconsin
$17.7M +$228K +9,644 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.14M +$7.49M +317,445 +456%
IP
4
Ignite Planners
California
$7.46M +$872K +37,379 +13%
AWM
5
AE Wealth Management
Kansas
$7.29M +$607K +25,723 +9%
FIA
6
Foundations Investment Advisors
Arizona
$5.67M +$139K +5,869 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.99M +$2.01M +85,168 +67%
KAS
8
Kestra Advisory Services
Texas
$3.86M -$18.4K -779 -0.5%
CF
9
Centaurus Financial
California
$3.73M +$134K +5,655 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.65M +$217K +9,203 +6%
IIM
11
Illumine Investment Management
Washington
$3.64M +$307K +13,004 +9%
AI
12
Atria Investments
North Carolina
$3.63M -$994K -42,110 -22%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.59M +$103K +4,347 +3%
UWM
14
USAdvisors Wealth Management
Minnesota
$2.9M -$219K -9,271 -7%
AF
15
Advisornet Financial
Minnesota
$2.38M +$2.38M +100,948 New
KPWS
16
Kestra Private Wealth Services
Texas
$2.34M +$1.24M +52,709 +113%
LPL Financial
17
LPL Financial
California
$1.74M +$1.52M +64,170 +670%
FTUS
18
Flow Traders U.S.
New York
$1.65M +$632K +26,789 +62%
SWA
19
Stratos Wealth Advisors
Ohio
$1.48M +$62K +2,628 +4%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$1.42M +$38.1K +1,613 +3%
RFN
21
RDA Financial Network
Iowa
$1.37M +$34.1K +1,444 +3%
SF
22
Synovus Financial
Georgia
$1.32M +$359K +15,188 +37%
NFG
23
Nations Financial Group
Iowa
$1.19M +$112K +4,744 +10%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.17M +$129K +5,460 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.16M +$313K +13,257 +37%
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