Virtus SEIX Senior Loan ETF
SEIX

$23.76

0.63%

Market Cap: $180M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

48% more funds holding

Funds holding: 31 [Q1] → 46 (+15) [Q2]

13% more capital invested

Capital invested by funds: $44.5M [Q1] → $50.2M (+$5.76M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

3.51% less ownership

Funds ownership: 36.03% [Q1] → 32.52% (-3.51%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for SEIX.

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Financial journalist opinion

Zacks Investment Research

Rates to Stay Higher for Longer? ETF Strategies to Play

The Fed's Neel Kashkari believes that it's likely that the Fed will cut interest rates once in 2024, possibly in December.

Rates to Stay Higher for Longer? ETF Strategies to Play

SEIX: A Solid Play On Floating Rate Senior Loans

Virtus Seix Senior Loan ETF is an actively managed fund that invests in senior-secured, floating-rate leveraged loans, aiming to generate high levels of current income. The SEIX ETF has a well-diversified portfolio with investments spread across over 140 different loans and securities, minimizing credit risk from individual issuers. Compared to similar ETFs, SEIX has consistently delivered better returns with less volatility and has a reasonable expense ratio, making it a compelling choice for investors.

SEIX: A Solid Play On Floating Rate Senior Loans

Zacks Investment Research

ETF Strategies to Play Rising Yields

Stocks slumped to start Q2 as an interest rate cut by the Fed may come later than anticipated before. Investors can rely on these ETF strategies to play rising yields.

ETF Strategies to Play Rising Yields

SEIX: Senior Loan ETF, Strong 8.9% Yield And Performance Track Record

SEIX is an actively managed senior loan ETF. The fund offers investors a strong 8.9% yield and performance track-record, both better than those of its peers. Although yields will almost certainly drop as the Fed cuts rates, these should remain competitive to those of most bonds, including high-yield bonds.

SEIX: Senior Loan ETF, Strong 8.9% Yield And Performance Track Record

SEIX: Impressive Performance Vs. Peers Can Continue

The Virtus Seix Senior Loan ETF stands out relative to larger peers due to its superior historical performance and smaller size. SEIX charges a reasonable expense ratio compared to peer funds. SEIX has delivered downside protection for investors during challenging risk-off environments historically.

SEIX: Impressive Performance Vs. Peers Can Continue

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