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Virtus SEIX Senior Loan ETF

72 hedge funds and large institutions have $139M invested in Virtus SEIX Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $128M → $139M (+$10.5M)

6.08% more ownership

Funds ownership: 38.67%44.75% (+6.1%)

6% more funds holding

Funds holding: 6872 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
32
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFIA
1
Virtus Fixed Income Advisers
Connecticut
$26.9M +$26.7M +1,139,807 New
DA
2
Drake & Associates
Wisconsin
$17.9M +$205K +8,756 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.63M -$492K -21,001 -5%
IP
4
Ignite Planners
California
$8.14M +$547K +23,364 +7%
AWM
5
AE Wealth Management
Kansas
$7.82M +$541K +23,079 +7%
FIA
6
Foundations Investment Advisors
Arizona
$4.92M -$737K -31,469 -13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.54M +$895K +38,206 +25%
AI
8
Atria Investments
North Carolina
$4.28M +$655K +27,959 +18%
KAS
9
Kestra Advisory Services
Texas
$4.24M +$386K +16,497 +10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.1M -$875K -37,357 -18%
CF
11
Centaurus Financial
California
$3.69M -$35.4K -1,513 -1%
IIM
12
Illumine Investment Management
Washington
$3.62M -$11.7K -498 -0.3%
AF
13
Advisornet Financial
Minnesota
$3.27M +$889K +37,956 +38%
Jane Street
14
Jane Street
New York
$3.07M +$3.05M +130,374 New
UWM
15
USAdvisors Wealth Management
Minnesota
$2.9M +$14.2K +607 +0.5%
KPWS
16
Kestra Private Wealth Services
Texas
$2.16M -$180K -7,673 -8%
SWA
17
Stratos Wealth Advisors
Ohio
$1.84M +$362K +15,473 +25%
LPL Financial
18
LPL Financial
California
$1.43M -$305K -13,006 -18%
RFN
19
RDA Financial Network
Iowa
$1.38M +$10.9K +467 +0.8%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$1.36M -$56.6K -2,418 -4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.28M +$114K +4,852 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.25M +$943K +40,239 +313%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$1.2M +$476K +20,309 +67%
NFG
24
Nations Financial Group
Iowa
$1.13M -$53K -2,261 -5%
UB
25
UMB Bank
Missouri
$1.08M

SEIX Hedge Fund Activity: Q2 2025 in Review

72 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q2 2025, worth a combined $139M — up 8.2% from $128M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIX positions and 9 closed out — a net gain of 4 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.05M. The largest seller was Virtus Investment Advisers, exiting entirely with an estimated $19M sold.

  • 72 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $139M of Virtus SEIX Senior Loan ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 13 funds opened new Virtus SEIX Senior Loan ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q2 2025 was Jane Street, an estimated $3.05M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q2 2025 was Virtus Investment Advisers, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2025.