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Virtus SEIX Senior Loan ETF

77 hedge funds and large institutions have $128M invested in Virtus SEIX Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more ownership

Funds ownership: 39.76%47.76% (+8%)

4% more funds holding

Funds holding: 7477 (+3)

1% more capital invested

Capital invested by funds: $127M → $128M (+$1.27M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
25
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFIA
1
Virtus Fixed Income Advisers
Connecticut
$17.9M -$2.99M -127,725 -14%
DWP
2
Destiny Wealth Partners
Florida
$16.9M +$16.6M +706,339 +3,526%
AWM
3
AE Wealth Management
Kansas
$10.1M +$1.36M +58,158 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.66M +$463K +19,737 +5%
IP
5
Ignite Planners
California
$7.91M +$175K +7,475 +2%
FIA
6
Foundations Investment Advisors
Arizona
$5.82M +$692K +29,517 +13%
AF
7
Advisornet Financial
Minnesota
$5.65M +$995K +42,419 +21%
AI
8
Atria Investments
North Carolina
$5.19M +$459K +19,564 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.89M -$518K -22,100 -12%
CF
10
Centaurus Financial
California
$3.89M +$139K +5,939 +4%
IIM
11
Illumine Investment Management
Washington
$3.8M +$59.9K +2,554 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.53M -$1.05M -44,904 -23%
SWA
13
Stratos Wealth Advisors
Ohio
$1.77M -$111K -4,736 -6%
TRCT
14
Tower Research Capital (TRC)
New York
$1.51M +$728K +31,029 +92%
SSWM
15
Sheets Smith Wealth Management
North Carolina
$1.38M +$15.8K +674 +1%
CWRP
16
Cassady Wealth & Retirement Planning
Nevada
$1.37M +$1.37M +58,598 New
Creative Planning
17
Creative Planning
Kansas
$1.36M -$24.2K -1,032 -2%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.29M -$5.86K -250 -0.5%
KPWS
19
Kestra Private Wealth Services
Texas
$1.14M -$394K -16,819 -26%
PWM
20
Perigon Wealth Management
California
$1.12M -$70.3K -3,000 -6%
RC
21
Resolute Capital
South Carolina
$1.12M +$1.12M +47,975 New
LWM
22
Lionshead Wealth Management
New York
$1.12M +$419K +17,854 +59%
WWM
23
Westwood Wealth Management
California
$1.12M +$1.12M +47,885 New
DA
24
Drake & Associates
Wisconsin
$1.09M -$166K -7,071 -13%
UB
25
UMB Bank
Missouri
$1.07M

SEIX Hedge Fund Activity: Q4 2025 in Review

77 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus SEIX Senior Loan ETF (SEIX) for Q4 2025, worth a combined $128M — up 1% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SEIX positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Destiny Wealth Partners, adding an estimated $16.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.81M sold.

  • 77 institutional investors held Virtus SEIX Senior Loan ETF (SEIX) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $128M of Virtus SEIX Senior Loan ETF stock for Q4 2025, up 1% quarter-over-quarter.
  • 14 funds opened new Virtus SEIX Senior Loan ETF positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Virtus SEIX Senior Loan ETF buyer in Q4 2025 was Destiny Wealth Partners, an estimated $16.6M added.
  • The largest Virtus SEIX Senior Loan ETF seller in Q4 2025 was JP Morgan Chase, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2025.