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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$24.57M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.77M
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SEIX Institutional Buying and Selling by Quarter

Virtus Seix Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Transcendent Capital Group LLC4,200$101K0.1%N/A0.080%
5/8/2024 Sheets Smith Wealth Management57,667$1.38M0.2%+3.7%1.098%
5/8/2024 Cornerstone Planning Group LLC24,444$584K0.2%-1.7%0.466%
5/1/2024 Diversify Advisory Services LLC9,701$233K0.0%N/A0.185%
4/23/2024 Nations Financial Group Inc. IA ADV20,171$483K0.0%+9.7%0.392%
4/23/2024 OxenFree Capital LLC32,534$780K0.7%+2.7%0.632%
4/22/2024 Rovin Capital UT ADV50,273$1.21M0.5%+169.9%0.976%
4/12/2024 Ignite Planners LLC218,479$5.25M1.5%+38.7%6.722%
3/12/2024 Rovin Capital UT ADV18,627$446K0.2%+86.8%0.573%
2/14/2024 Vista Investment Management10,120$242K0.1%N/A0.311%
2/9/2024 Nations Financial Group Inc. IA ADV18,394$440K0.0%+6.0%0.566%
2/7/2024 Principal Securities Inc.2,880$69K0.0%N/A0.089%
2/6/2024 Sheets Smith Wealth Management55,587$1.33M0.2%-0.8%1.710%
2/6/2024 Summit Asset Management LLC17,184$411K0.1%+26.6%0.529%
1/29/2024 OxenFree Capital LLC31,672$758K0.8%N/A0.975%
1/24/2024 Stratos Wealth Advisors LLC21,939$525K0.0%+64.4%0.675%
1/24/2024 Allworth Financial LP451,869$10.81M0.1%-3.9%13.904%
1/9/2024 Ignite Planners LLC157,532$3.77M1.1%+42.6%4.847%
11/8/2023 Cornerstone Planning Group LLC24,842$593K0.2%+42.5%0.764%
11/6/2023 Summit Asset Management LLC13,575$324K0.1%-16.9%0.418%
10/31/2023 Allworth Financial LP470,290$11.23M0.1%-0.2%14.470%
10/31/2023 James Investment Research Inc.15,492$370K0.0%+6.1%0.477%
10/30/2023 FirstPurpose Wealth LLC34,650$827K0.4%+159.7%1.066%
10/25/2023 Rovin Capital UT ADV9,972$238K0.1%-77.0%0.307%
10/24/2023 Stratos Wealth Advisors LLC13,345$319K0.0%+38.0%0.411%
10/23/2023 Sheets Smith Wealth Management56,039$1.34M0.2%+6.1%1.724%
10/23/2023Commonwealth Equity Services LLC21,044$503K0.0%+126.9%0.648%
10/20/2023 Security National Bank33,634$803K0.2%-50.2%1.035%
10/16/2023 RFG Advisory LLC20,244$483K0.0%-44.0%0.623%
10/11/2023 AE Wealth Management LLC158,395$3.78M0.0%+18.0%4.874%
10/11/2023 Ignite Planners LLC110,502$2.63M0.8%N/A3.400%
8/10/2023 Cetera Advisor Networks LLC91,575$2.16M0.0%N/A2.818%
8/9/2023 Flow Traders U.S. LLC15,661$369K0.0%N/A0.482%
8/9/2023 Sheets Smith Wealth Management52,834$1.25M0.2%+3.9%1.626%
8/9/2023 Rovin Capital UT ADV43,430$1.02M0.5%+8.2%1.336%
8/3/2023 RFG Advisory LLC36,128$852K0.0%-12.4%1.112%
7/24/2023Dfpg Investments LLC35,171$839K0.1%+188.3%1.092%
7/21/2023 FirstPurpose Wealth LLC13,344$315K0.1%N/A0.414%
7/18/2023 Allworth Financial LP471,169$11.11M0.1%N/A14.633%
7/18/2023 Stratos Wealth Advisors LLC9,671$228K0.0%+8.2%0.300%
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7/18/2023 Security National Bank67,600$1.59M0.4%-56.8%2.099%
7/13/2023 Cambridge Investment Research Advisors Inc.17,311$408K0.0%-4.8%0.538%
7/10/2023 AE Wealth Management LLC134,203$3.16M0.0%+6.4%4.168%
5/15/2023 Sheets Smith Wealth Management24$1.20M0.2%-100.0%0.001%
5/12/2023 Summit Asset Management LLC19,567$461K0.1%-16.2%0.617%
5/10/2023Atria Investments Inc69,028$1.63M0.0%N/A2.178%
5/10/2023 WealthPLAN Partners LLC1,989$47K0.0%N/A0.063%
4/27/2023 Stratos Wealth Advisors LLC8,940$211K0.0%N/A0.282%
4/26/2023 James Investment Research Inc.15,965$376K0.0%+6.2%0.504%
4/17/2023 Security National Bank156,459$3.69M1.0%-63.4%4.936%
4/14/2023 AE Wealth Management LLC126,154$2.97M0.0%-58.3%3.788%
4/11/2023Dfpg Investments LLC12,198$288K0.0%N/A0.366%
4/5/2023 Rovin Capital UT ADV40,122$946K0.5%-18.7%1.205%
3/6/2023 OLD Mission Capital LLC4,879$113K0.0%N/A0.147%
2/13/2023 Summit Asset Management LLC23,336$542K0.2%N/A0.701%
2/8/2023 Cambridge Investment Research Advisors Inc.18,163$422K0.0%+11.6%0.545%
2/7/2023 Envestnet Asset Management Inc.48,496$1.13M0.0%-17.9%1.456%
2/1/2023 Security National Bank427,038$9.92M2.7%+29.1%12.824%
1/31/2023 AE Wealth Management LLC302,424$7.03M0.1%+0.9%9.082%
1/31/2023 Echo Wealth Management LLC8,553$202K0.2%N/A0.257%
1/30/2023 James Investment Research Inc.15,035$349K0.0%-28.9%0.452%
11/10/2022 RFG Advisory LLC28,456$666K0.0%+4.2%0.784%
11/1/2022 Sheets Smith Wealth Management50,820$1.18M0.2%+6.1%1.400%
10/25/2022Hightower 6M Holding LLC257,666$5.96M0.5%-3.1%7.098%
10/25/2022 AE Wealth Management LLC299,804$6.93M0.1%N/A8.259%
10/18/2022 Security National Bank330,782$7.65M2.1%+21.8%8.438%
10/17/2022 Cambridge Investment Research Advisors Inc.16,272$376K0.0%+3.2%0.415%
8/13/2022 RFG Advisory LLC27,304$646K0.0%+24.5%0.867%
8/13/2022 Flow Traders U.S. LLC24,928$576K0.0%-82.5%0.791%
8/3/2022 Envestnet Asset Management Inc.73,413$1.70M0.0%+78.6%2.331%
8/1/2022 James Investment Research Inc.20,747$480K0.1%+14.9%0.663%
7/27/2022Hightower 6M Holding LLC265,951$6.15M0.5%-2.9%8.059%
7/27/2022 Sheets Smith Wealth Management47,899$1.11M0.2%+26.1%1.451%
7/25/2022 Security National Bank271,666$6.28M1.7%N/A8.232%
7/15/2022 Destiny Wealth Partners LLC15,014$347K0.1%-90.0%0.455%
7/13/2022 Cambridge Investment Research Advisors Inc.15,772$365K0.0%N/A0.478%
6/13/2022 Rovin Capital UT ADV49,307$1.22M0.6%N/A1.472%
5/11/2022 RFG Advisory LLC21,928$541K0.0%N/A0.636%
5/10/2022Hightower 6M Holding LLC273,916$6.76M0.5%N/A7.940%
5/4/2022 Advisor Group Holdings Inc.69,179$1.71M0.0%+42.1%2.050%
5/4/2022 Envestnet Asset Management Inc.41,104$1.01M0.0%+64.9%1.218%
5/2/2022 Sheets Smith Wealth Management37,985$937K0.1%N/A1.125%
4/22/2022 James Investment Research Inc.18,049$445K0.0%N/A0.543%
4/21/2022 Destiny Wealth Partners LLC149,801$3.70M0.7%-54.8%4.505%
4/20/2022 Koshinski Asset Management Inc.5,212$129K0.0%+69.5%0.157%
2/4/2022 Envestnet Asset Management Inc.24,925$624K0.0%+10.9%1.108%
2/3/2022 Advisor Group Holdings Inc.48,678$1.22M0.0%+70.6%2.163%
2/1/20226 Meridian290,989$7.28M0.5%-6.3%12.516%
1/20/2022 Destiny Wealth Partners LLC331,603$8.30M1.6%+5.0%15.791%
11/15/2021 Flow Traders U.S. LLC26,165$658K0.0%+175.7%1.276%
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11/5/2021 Advisor Group Holdings Inc.28,534$718K0.0%N/A1.392%
10/28/2021 Destiny Wealth Partners LLC315,954$7.95M1.6%-9.9%15.412%
10/12/2021 Koshinski Asset Management Inc.3,040$76K0.0%N/A0.152%
10/8/2021 Creative Financial Designs Inc. ADV1,195$30K0.0%N/A0.075%
8/24/2021 Flow Traders U.S. LLC9,491$237K0.0%-34.2%0.603%
7/31/2021 RWM Asset Management LLC350,586$8.76M1.7%N/A22.618%
7/14/20216 Meridian310,178$7.75M0.6%N/A20.679%
5/18/2021 Flow Traders U.S. LLC14,429$357K0.0%-21.3%1.698%
2/17/2021Jane Street Group LLC15,543$384K0.0%-63.4%6.217%
11/17/2020Jane Street Group LLC42,509$1.03M0.0%-2.5%14.170%
(Data available from 1/1/2016 forward)

SEIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIX shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Allworth Financial LP ($10.81M), Hightower 6M Holding LLC ($5.96M), Ignite Planners LLC ($5.25M), AE Wealth Management LLC ($3.78M), Cetera Advisor Networks LLC ($2.16M), Atria Investments Inc ($1.63M), and Sheets Smith Wealth Management ($1.38M).Learn more on SEIX's institutional investors.

Which institutional investors have been buying Virtus Seix Senior Loan ETF stock?

Of the 28 institutional investors that purchased Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($471.17K), Security National Bank ($427.04K), AE Wealth Management LLC ($334.67K), Ignite Planners LLC ($218.48K), Rovin Capital UT ADV ($92.92K), Cetera Advisor Networks LLC ($91.58K), and Atria Investments Inc ($69.03K).

How much institutional buying is happening at Virtus Seix Senior Loan ETF?

Institutional investors have bought a total of 2,017,742 shares in the last 24 months. This purchase volume represents approximately $47.39M in transactions.

Which Virtus Seix Senior Loan ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Security National Bank ($393.40K), AE Wealth Management LLC ($176.27K), Destiny Wealth Partners LLC ($134.79K), Flow Traders U.S. LLC ($117.40K), Sheets Smith Wealth Management ($50.91K), Rovin Capital UT ADV ($42.68K), and RFG Advisory LLC ($20.99K).

How much institutional selling is happening at Virtus Seix Senior Loan ETF?

Institutional investors have sold a total of 996,491 shares in the last 24 months. This volume of shares sold represents approximately $23.39M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 5/17/2024 by MarketBeat.com Staff

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