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Virtus SEIX Senior Loan ETF

68 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $116M → $128M (+$12.3M)

3% more funds holding

Funds holding: 6668 (+2)

2.33% less ownership

Funds ownership: 41%38.67% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$19M +$19.2M +802,814 New
DA
2
Drake & Associates
Wisconsin
$17.7M +$230K +9,644 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.14M +$7.57M +317,445 +456%
IP
4
Ignite Planners
California
$7.46M +$892K +37,379 +13%
AWM
5
AE Wealth Management
Kansas
$7.29M +$614K +25,723 +9%
FIA
6
Foundations Investment Advisors
Arizona
$5.67M +$140K +5,869 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.99M +$2.03M +85,168 +67%
KAS
8
Kestra Advisory Services
Texas
$3.86M -$18.6K -779 -0.5%
CF
9
Centaurus Financial
California
$3.73M +$135K +5,655 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.65M +$220K +9,203 +6%
IIM
11
Illumine Investment Management
Washington
$3.64M +$310K +13,004 +9%
AI
12
Atria Investments
North Carolina
$3.63M -$1M -42,110 -22%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.59M +$104K +4,347 +3%
UWM
14
USAdvisors Wealth Management
Minnesota
$2.9M -$221K -9,271 -7%
AF
15
Advisornet Financial
Minnesota
$2.38M +$2.41M +100,948 New
KPWS
16
Kestra Private Wealth Services
Texas
$2.34M +$1.26M +52,709 +113%
LPL Financial
17
LPL Financial
California
$1.74M +$1.53M +64,170 +670%
FTUS
18
Flow Traders U.S.
New York
$1.65M +$639K +26,789 +62%
SWA
19
Stratos Wealth Advisors
Ohio
$1.48M +$62.7K +2,628 +4%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$1.42M +$38.5K +1,613 +3%
RFN
21
RDA Financial Network
Iowa
$1.37M +$34.5K +1,444 +3%
SF
22
Synovus Financial
Georgia
$1.32M +$362K +15,188 +37%
NFG
23
Nations Financial Group
Iowa
$1.19M +$113K +4,744 +10%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.17M +$130K +5,460 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.16M +$316K +13,257 +37%

SEIX Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q1 2025, worth a combined $128M — up 11% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEIX positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $19.2M. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $4.98M sold.

  • 68 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 12 funds opened new Virtus SEIX Senior Loan ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q1 2025 was Virtus Investment Advisers, an estimated $19.2M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q1 2025 was Kerntke Otto McGlone Wealth Management Group, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.