Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus ETF Tr II (SEIX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — SEIX

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
68 funds currently hold this stock — 93% of the 3.0-year high of 73 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SEIX is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

35 buying39 selling
Last quarter: 39 funds reduced or exited vs 35 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 28% new

■ 31% conviction (2yr+) ■ 41% medium ■ 28% new
Of the 68 current holders: 21 (31%) held >2 years, 28 held 1–2 years, and 19 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 — ~8 new funds/quarter

12 → 11 → 9 → 14 → 8 new funds/Q
New funds entering each quarter: 11 → 9 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 29% veterans, 41% new entrants

■ 29% veterans ■ 29% 1-2yr ■ 41% new
Of 68 current holders: 20 (29%) held 2+ years, 20 held 1–2 years, 28 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
7 of 66 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — SEIX

In 2026 Q1, 35 hedge funds were net buyers of SEIX (8 opened a new position, 27 added to an existing one), while 39 reduced or exited (26 trimmed, 13 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 68.

Hedge Fund Ownership: SEIX

How many hedge funds hold SEIX — quarterly history vs. share price
Quarterly hedge fund ownership of SEIX vs. share price

Market Analysis: SEIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Virtus ETF Tr II (SEIX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEIX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SEIX
+0.7%
SPY
+14.1%

SEIX outperformed SPY by -13.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SEIX
+-0.0%
SPY
+0.3%

Since the filing became public, SEIX outperformed SPY by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SEIX
68 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 73 -6.85%
13F Shares 5M 5M -12.93%
Total Value $104M $126M -17.17%
New Positions 8 14 -6
Increased Positions 27 24 +3
Closed Positions 13 11 +2
Reduced Positions 26 30 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIX

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Financial Highlights

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Institutional Holders (2026 Q1)

68 + 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:
Top 25 SEIX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Fixed Income Advisers, LLC 7.28% 386,766 $8.9M
2 Illumine Investment Management, LLC 2.94% 165,937 $3.8M
3 Destiny Wealth Partners, LLC 1.86% 738,372 $17.0M
4 Ignite Planners, LLC 1.28% 358,079 $8.3M
5 Cassady Wealth & Retirement Planning, LLC 0.89% 58,598 $1.4M
6 Lionshead Wealth Management, LLC 0.77% 45,155 $1.0M
7 Resolute Capital, LLC 0.51% 54,947 $1.3M
8 OxenFree Capital LLC 0.46% 40,642 $941K
9 AdvisorNet Financial, Inc 0.30% 251,060 $5.8M
10 Triad Wealth Partners, LLC 0.24% 132,219 $3.0M
11 Wealthstar Advisors, LLC 0.21% 19,465 $449K
12 Drake & Associates, LLC 0.19% 42,783 $987K
13 Sheets Smith Wealth Management 0.15% 58,365 $1.3M
14 Summit Asset Management, LLC 0.13% 39,829 $918K
15 Tactive Advisors, LLC 0.12% 17,943 $414K
16 Tower Research Capital LLC (TRC) 0.12% 192,342 $4.4M
17 Tounjian Advisory Partners, LLC 0.11% 12,720 $293K
18 Stratos Wealth Advisors, LLC 0.10% 67,735 $1.6M
19 James Investment Research, INC. 0.09% 34,259 $790K
20 Foundations Investment Advisors, LLC 0.06% 217,217 $5.0M
21 RDA Financial Network 0.05% 8,700 $201K
22 Nations Financial Group Inc, /Ia/ /Adv 0.05% 41,460 $956K
23 AE Wealth Management LLC 0.05% 392,056 $9.0M
24 Anfield Capital Management, LLC 0.05% 7,437 $172K
25 Fiduciary Group, LLC 0.04% 20,715 $478K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SEIX?

More sellers than buyers — 47% buying: Last quarter: 39 funds reduced or exited vs 35 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SEIX holders?

Smaller funds dominant — 13% AUM from top-100: 7 of 66 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEIX?

Mixed — 31% long-term, 28% new: Of the 68 current holders: 21 (31%) held >2 years, 28 held 1–2 years, and 19 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.

Is it too late to buy Virtus ETF Tr II (SEIX) following the 2026 Q1 hedge fund 13F filings?

As of today, SEIX has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), SEIX has gained +0.7% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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