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Virtus SEIX Senior Loan ETF

74 hedge funds and large institutions have $127M invested in Virtus SEIX Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

3% more funds holding

Funds holding: 7274 (+2)

4.99% less ownership

Funds ownership: 44.75%39.76% (-5%)

9% less capital invested

Capital invested by funds: $139M → $127M (-$12.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
32
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFIA
1
Virtus Fixed Income Advisers
Connecticut
$21.1M -$5.83M -246,466 -22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.29M +$659K +27,876 +8%
AWM
3
AE Wealth Management
Kansas
$8.84M +$1.01M +42,893 +13%
IP
4
Ignite Planners
California
$7.86M -$232K -9,811 -3%
FIA
5
Foundations Investment Advisors
Arizona
$5.18M +$260K +10,995 +5%
AI
6
Atria Investments
North Carolina
$4.78M +$499K +21,110 +12%
AF
7
Advisornet Financial
Minnesota
$4.7M +$1.43M +60,536 +44%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.63M +$77.3K +3,269 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.45M +$347K +14,677 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.81M +$3.4M +143,955 +823%
CF
11
Centaurus Financial
California
$3.79M +$95.2K +4,029 +3%
IIM
12
Illumine Investment Management
Washington
$3.78M +$153K +6,468 +4%
FTUS
13
Flow Traders U.S.
New York
$3.66M +$3.67M +155,105 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.98M +$2.59M +109,632 +662%
UWM
15
USAdvisors Wealth Management
Minnesota
$2.69M -$222K -9,390 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.42M +$1.17M +49,393 +93%
Jane Street
17
Jane Street
New York
$1.96M -$1.12M -47,498 -36%
SWA
18
Stratos Wealth Advisors
Ohio
$1.9M +$55.7K +2,355 +3%
KPWS
19
Kestra Private Wealth Services
Texas
$1.55M -$610K -25,804 -28%
RFN
20
RDA Financial Network
Iowa
$1.42M +$34.9K +1,476 +3%
Creative Planning
21
Creative Planning
Kansas
$1.4M +$1.4M +59,309 New
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.38M +$19.1K +808 +1%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.31M +$31.9K +1,350 +2%
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$1.3M +$108K +4,577 +9%
DA
25
Drake & Associates
Wisconsin
$1.26M -$16.7M -705,391 -93%