
Virtus SEIX Senior Loan is an exchange-traded fund on ARCA. As of Q3 2025, 71 institutional investors hold shares in this ETF, with total holdings valued at $126.0M. Virtus Fixed Income Advisers, LLC is the largest holder with a position valued at $21.1M.
Overview of institutional ownership in SEIX as of Q3 2025
Institutions with the largest positions in SEIX as of Q3 2025
| Institution | Position Value |
|---|---|
Virtus Fixed Income Advisers, LLC Long Only Manager | $21.1M 17.64% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $9.3M 0.00% of portfolio |
AE Wealth Management LLC RIA/Wealth | $8.8M 0.06% of portfolio |
Ignite Planners, LLC RIA/Wealth | $7.9M 1.31% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $5.2M 0.08% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $4.8M 0.06% of portfolio |
A AdvisorNet Financial, Inc Institution | $4.7M 0.27% of portfolio |
Cetera Investment Advisers RIA/Wealth | $4.6M 0.01% of portfolio |
$4.5M 0.01% of portfolio | |
JPMORGAN CHASE & CO Institution | $3.8M 0.00% of portfolio |
Institutional buying and selling activity for SEIX in Q3 2025
| Institution | Net Bought |
|---|---|
F FLOW TRADERS U.S. LLC Institution | +$3.7M +155.1K shares |
JPMORGAN CHASE & CO Institution | +$3.4M +144.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$2.6M +109.6K shares |
A AdvisorNet Financial, Inc Institution | +$1.4M +60.5K shares |
Creative Planning RIA/Wealth | +$1.4M +59.3K shares |
Drake & Associates, LLC RIA/Wealth | +$1.3M +-705.4K shares |
R ROYAL BANK OF CANADA Institution | +$1.2M +49.4K shares |
AE Wealth Management LLC RIA/Wealth | +$1.0M +42.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$657.6K +27.9K shares |
T Tower Research Capital LLC Institution | +$639.3K +27.1K shares |
| Institution | Net Sold |
|---|---|
Virtus Fixed Income Advisers, LLC Long Only Manager | −$5.8M −246.5K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$3.6M −153.3K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −47.5K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$608.7K −25.8K shares |
L LPL Financial LLC Institution | −$589.8K −25.0K shares |
National Asset Management, Inc. RIA/Wealth | −$551.5K −23.4K shares |
Camelot Portfolios, LLC RIA/Wealth | −$381.2K −16.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$274.6K −11.6K shares |
Ignite Planners, LLC RIA/Wealth | −$231.4K −9.8K shares |
USAdvisors Wealth Management, LLC RIA/Wealth | −$221.5K −9.4K shares |
Institutions that initiated new positions or completely exited SEIX in Q3 2025
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $1.4M 59.3K shares |
Geneos Wealth Management Inc. RIA/Wealth | $52.0K 2.2K shares |
Richardson Capital Management LLC RIA/Wealth | $29.8K 1.3K shares |
B Bangor Savings Bank Institution | $16.7K 710.0 shares |
| Institution | Previous Position |
|---|---|
National Asset Management, Inc. RIA/Wealth | $551.5K 23.4K shares |
Camelot Portfolios, LLC RIA/Wealth | $381.2K 16.2K shares |
E Elevated Capital Advisors, LLC RIA/Wealth | $220.9K 9.4K shares |
M Moloney Securities Asset Management, LLC RIA/Wealth | $215.2K 9.1K shares |
FMR LLC Institution | $24.0 1.0 shares |
Institutions with the largest Call and Put options positions in SEIX as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SEIX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Virtus Fixed Income Advisers, LLC Long Only Manager | 17.64% $21.1M |
Illumine Investment Management, LLC RIA/Wealth | 2.69% $3.8M |
Ignite Planners, LLC RIA/Wealth | 1.31% $7.9M |
USAdvisors Wealth Management, LLC RIA/Wealth | 0.96% $2.7M |
L Lionshead Wealth Management, LLC RIA/Wealth | 0.57% $708.4K |
O OxenFree Capital LLC RIA/Wealth | 0.48% $875.8K |
RDA Financial Network RIA/Wealth | 0.35% $1.4M |
A AdvisorNet Financial, Inc Institution | 0.27% $4.7M |
Drake & Associates, LLC RIA/Wealth | 0.26% $1.3M |
CENTAURUS FINANCIAL, INC. RIA/Wealth | 0.21% $3.8M |
Discover hedge funds investing in SEIX


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.