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Virtus SEIX Senior Loan ETF

74 hedge funds and large institutions have $126M invested in Virtus SEIX Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $126M → $126M (-$87.5K)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
DWP
2
Destiny Wealth Partners
Florida
$16.9M
AWM
3
AE Wealth Management
Kansas
$10.1M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.66M
IP
5
Ignite Planners
California
$7.91M
FIA
6
Foundations Investment Advisors
Arizona
$5.82M
AF
7
Advisornet Financial
Minnesota
$5.65M
AI
8
Atria Investments
North Carolina
$5.19M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.89M
CF
10
Centaurus Financial
California
$3.89M
IIM
11
Illumine Investment Management
Washington
$3.8M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.53M
SWA
13
Stratos Wealth Advisors
Ohio
$1.77M
TRCT
14
Tower Research Capital (TRC)
New York
$1.51M
SSWM
15
Sheets Smith Wealth Management
North Carolina
$1.38M
Creative Planning
16
Creative Planning
Kansas
$1.36M
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$1.29M
KPWS
18
Kestra Private Wealth Services
Texas
$1.14M
PWM
19
Perigon Wealth Management
California
$1.12M
RC
20
Resolute Capital
South Carolina
$1.12M
LWM
21
Lionshead Wealth Management
New York
$1.12M
WWM
22
Westwood Wealth Management
California
$1.12M
DA
23
Drake & Associates
Wisconsin
$1.09M
UB
24
UMB Bank
Missouri
$1.07M
NFG
25
Nations Financial Group
Iowa
$1.01M