SEIX

Virtus Seix Senior Loan ETF

-$18.5M

Net Activity

Institutions Holding

69

Popularity Rank

#5257

Avg Weight

0.27%

Total Value

$109.4M

Ownership Trend

69 institutions currently hold SEIX, with 34 net buyers and 40 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

40

Net Buying Institutions

34

Key Holders

Key Holders

Top 5 by Value

DW
Destiny Wealth Partners, LLC
$17.0M
EA
Envestnet Asset Management INC
$10.2M
AW
AE Wealth Management LLC
$9.0M
VF
Virtus Fixed Income Advisers, LLC
$8.9M
IP
Ignite Planners, LLC
$8.3M

Top 5 by Conviction

VF
Virtus Fixed Income Advisers, LLC
7.28%
II
Illumine Investment Management, LLC
2.94%
DW
Destiny Wealth Partners, LLC
1.86%
IP
Ignite Planners, LLC
1.28%
CW
Cassady Wealth & Retirement Planning, LLC
1.24%
View all 69 holding institutions

Quarterly Activity

Recent Activity

+$68.7M

Total Buy Value

$67.7M

Total Sell Value

New buy5
Trim26
Add29
Sold out14

34

Net Buyers

40

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS SEIX SENIOR LOAN ETF (SEIX)?
Major stakeholders currently include Destiny Wealth Partners, LLC ($17.0M), Envestnet Asset Management INC ($10.2M), AE Wealth Management LLC ($9.0M). Based on the latest 13F filings, there are a total of 69 tracked investment funds and institutions maintaining positions in SEIX.
What is the overall institutional sentiment toward SEIX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $18.5M, driven by 34 managers accumulating shares while 40 reduced their exposure.
Which institutions have been selling or reducing their SEIX positions?
In the latest period, 26 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $67.7M.
Are there any notable investors adding SEIX to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 29 existing holders added to their shares. The total reported buy value for the quarter amounted to $68.7M.

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