Cassady Wealth & Retirement Planning LLC Boosts Stock Position in Virtus Seix Senior Loan ETF $SEIX

Cassady Wealth & Retirement Planning LLC boosted its position in Virtus Seix Senior Loan ETF (NYSEARCA:SEIX) by 75.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 102,698 shares of the company’s stock after purchasing an additional 44,100 shares during the quarter. Cassady Wealth & Retirement Planning LLC owned approximately 1.00% of Virtus Seix Senior Loan ETF worth $2,386,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of SEIX. Cetera Investment Advisers grew its position in shares of Virtus Seix Senior Loan ETF by 1.4% in the 1st quarter. Cetera Investment Advisers now owns 153,359 shares of the company’s stock worth $3,537,000 after buying an additional 2,180 shares during the last quarter. Independent Financial Group LLC bought a new position in shares of Virtus Seix Senior Loan ETF during the 1st quarter worth approximately $498,000. Illumine Investment Management LLC boosted its stake in Virtus Seix Senior Loan ETF by 2.1% in the first quarter. Illumine Investment Management LLC now owns 165,937 shares of the company’s stock valued at $3,827,000 after acquiring an additional 3,334 shares in the last quarter. Diversify Wealth Management LLC boosted its stake in Virtus Seix Senior Loan ETF by 7.0% in the first quarter. Diversify Wealth Management LLC now owns 11,070 shares of the company’s stock valued at $257,000 after acquiring an additional 728 shares in the last quarter. Finally, James Investment Research Inc. grew its holdings in Virtus Seix Senior Loan ETF by 15.3% in the first quarter. James Investment Research Inc. now owns 34,259 shares of the company’s stock worth $790,000 after purchasing an additional 4,537 shares during the last quarter.

Virtus Seix Senior Loan ETF Stock Down 0.1%

Shares of SEIX stock opened at $23.15 on Thursday. The business’s fifty day simple moving average is $23.20 and its 200-day simple moving average is $23.20. Virtus Seix Senior Loan ETF has a 12-month low of $22.91 and a 12-month high of $23.74.

About Virtus Seix Senior Loan ETF

The Virtus Seix Senior Loan ETF (SEIX) is an exchange-traded fund that is based on the Credit Suisse Leveraged Loan index. The fund provides actively-managed exposure to noninvestment-grade, floating-rate loans made by banks to US corporations. SEIX was launched on Apr 24, 2019 and is managed by Virtus.