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Virtus SEIX Senior Loan ETF

67 hedge funds and large institutions have $109M invested in Virtus SEIX Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $128M → $109M (-$18.5M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
DWP
1
Destiny Wealth Partners
Florida
$17M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.2M
AWM
3
AE Wealth Management
Kansas
$9.04M
VFIA
4
Virtus Fixed Income Advisers
Connecticut
$8.92M
IP
5
Ignite Planners
California
$8.28M
AF
6
Advisornet Financial
Minnesota
$5.79M
FIA
7
Foundations Investment Advisors
Arizona
$5.01M
TRCT
8
Tower Research Capital (TRC)
New York
$4.44M
IIM
9
Illumine Investment Management
Washington
$3.83M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.74M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.54M
TWP
12
Triad Wealth Partners
Kansas
$3.05M
CWRP
13
Cassady Wealth & Retirement Planning
Nevada
$2.39M
SWA
14
Stratos Wealth Advisors
Ohio
$1.56M
SSWM
15
Sheets Smith Wealth Management
North Carolina
$1.35M
Creative Planning
16
Creative Planning
Kansas
$1.32M
RC
17
Resolute Capital
South Carolina
$1.27M
UB
18
UMB Bank
Missouri
$1.06M
LWM
19
Lionshead Wealth Management
New York
$1.04M
LPL Financial
20
LPL Financial
California
$1.02M
DA
21
Drake & Associates
Wisconsin
$987K
NFG
22
Nations Financial Group
Iowa
$956K
OC
23
OxenFree Capital
Florida
$941K
PFPG
24
Pinnacle Financial Partners (Georgia)
Georgia
$927K
SAM
25
Summit Asset Management
Tennessee
$918K