Virtus ETF Tr II (SEIX) Hedge Fund Ownership (Q2 2026)

Virtus ETF Tr II (SEIX)

72 + Investors. Track Smart Money conviction in SEIX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SEIX

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SEIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

73 hedge funds hold SEIX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

48 buying28 selling

Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new SEIX position: 9 → 14 → 8 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 34% long-term, 30% new

■ 34% conviction (2yr+) ■ 36% medium ■ 30% new

Of the 73 current holders: 25 (34%) held >2 years, 26 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~17 new funds/quarter

12 → 9 → 14 → 8 → 17 new funds/Q

New funds entering each quarter: 9 → 14 → 8 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 32% veterans, 41% new entrants

■ 32% veterans ■ 27% 1-2yr ■ 41% new

Of 73 current holders: 23 (32%) held 2+ years, 20 held 1–2 years, 30 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

8 of 72 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	72	68	5.88%
13F Shares	5M	5M	1.16%
Total Value	$109M	$104M	4.75%
New Positions	17	8	+9
Increased Positions	31	27	+4
Closed Positions	12	14	-2
Reduced Positions	16	26	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.88%

13F Shares

1.16%

Total Value

$109M

$104M

4.75%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEIX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SEIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Virtus Fixed Income Advisers, LLC	5.65%	386,766	$8.9M
2	Illumine Investment Management, LLC	2.53%	—	$3.9M
3	Destiny Wealth Partners, LLC	1.90%	582,615	$13.5M
4	Navis Wealth Advisors, LLC	1.79%	203,966	$4.7M
5	Cassady Wealth & Retirement Planning, LLC	1.32%	122,878	$2.8M
6	Ignite Planners, LLC	1.17%	366,866	$8.5M
7	Lionshead Wealth Management, LLC	0.60%	39,629	$917K
8	Resolute Capital, LLC	0.58%	72,404	$1.7M
9	OxenFree Capital LLC	0.49%	46,159	$1.1M
10	AdvisorNet Financial, Inc	0.32%	299,727	$6.9M
11	Guardian Capital, LLC	0.24%	12,902	$298K
12	J. M. Brown & Associates Inc.	0.24%	18,375	$425K
13	Wealthstar Advisors, LLC	0.17%	24,984	$578K
14	Drake & Associates, LLC	0.16%	41,903	$969K
15	Sheets Smith Wealth Management	0.14%	58,460	$1.4M
16	Pasadena Private Wealth, LLC	0.12%	41,467	$959K
17	Tactive Advisors, LLC	0.12%	20,821	$482K
18	Summit Asset Management, LLC	0.10%	34,649	$801K
19	James Investment Research, INC.	0.10%	41,322	$956K
20	Stratos Wealth Advisors, LLC	0.10%	74,918	$1.7M
21	Kovack Advisors, Inc.	0.09%	85,390	$2.0M
22	Western Wealth Management, LLC	0.06%	74,675	$1.7M
23	Tower Research Capital LLC (TRC)	0.05%	93,615	$2.2M
24	AE Wealth Management LLC	0.05%	443,753	$10.3M
25	Foundations Investment Advisors, LLC	0.05%	191,365	$4.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Virtus ETF Tr II (SEIX)

What does the Smart Money Trend signal show for SEIX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SEIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SEIX?

More buyers than sellers — 63% buying: Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SEIX holders?

Smaller funds dominant — 11% AUM from top-100: 8 of 72 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEIX?

Mixed — 34% long-term, 30% new: Of the 73 current holders: 25 (34%) held >2 years, 26 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Virtus ETF Tr II (SEIX)

Smart Money Signals — SEIX

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +6% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+9 vs last Q)

Mixed — 34% long-term, 30% new

Steady discovery — ~17 new funds/quarter

Mixed cohorts — 32% veterans, 41% new entrants

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — SEIX

Hedge Fund Ownership: SEIX

Market Analysis: SEIX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SEIX

Hedge Fund Positioning: SEIX

Statistics: SEIX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Virtus ETF Tr II (SEIX)

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