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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

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1.49% less ownership

Funds ownership: 47.76%46.28% (-1.5%)

13% less funds holding

Funds holding: 7767 (-10)

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
-10
Holders Change %
-12.99%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
28
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1
Destiny Wealth Partners
Florida
$17M +$278K +11,998 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.2M +$677K +29,177 +7%
AWM
3
AE Wealth Management
Kansas
$9.04M -$949K -40,884 -9%
VFIA
4
Virtus Fixed Income Advisers
Connecticut
$8.92M -$8.79M -378,850 -49%
IP
5
Ignite Planners
California
$8.28M +$406K +17,478 +5%
AF
6
Advisornet Financial
Minnesota
$5.79M +$213K +9,201 +4%
FIA
7
Foundations Investment Advisors
Arizona
$5.01M -$743K -32,007 -13%
TRCT
8
Tower Research Capital (TRC)
New York
$4.44M +$2.96M +127,454 +196%
IIM
9
Illumine Investment Management
Washington
$3.83M +$77.4K +3,334 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.74M -$102K -4,385 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.54M +$50.6K +2,180 +1%
TWP
12
Triad Wealth Partners
Kansas
$3.05M +$2.21M +95,250 +258%
CWRP
13
Cassady Wealth & Retirement Planning
Nevada
$2.39M +$1.02M +44,100 +75%
SWA
14
Stratos Wealth Advisors
Ohio
$1.56M -$189K -8,144 -11%
SSWM
15
Sheets Smith Wealth Management
North Carolina
$1.35M -$16.9K -727 -1%
Creative Planning
16
Creative Planning
Kansas
$1.32M -$25.1K -1,082 -2%
RC
17
Resolute Capital
South Carolina
$1.27M +$162K +6,972 +15%
UB
18
UMB Bank
Missouri
$1.06M
LWM
19
Lionshead Wealth Management
New York
$1.04M -$63.3K -2,730 -6%
LPL Financial
20
LPL Financial
California
$1.02M +$574K +24,717 +126%
DA
21
Drake & Associates
Wisconsin
$987K -$89.6K -3,860 -8%
NFG
22
Nations Financial Group
Iowa
$956K -$39.9K -1,720 -4%
OC
23
OxenFree Capital
Florida
$941K +$89.2K +3,843 +10%
PFPG
24
Pinnacle Financial Partners (Georgia)
Georgia
$927K +$48.1K +2,075 +5%
SAM
25
Summit Asset Management
Tennessee
$918K -$41.7K -1,798 -4%