Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VIRTUS ETF TR II (SEIX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
8Q ▲
Buyers last Q
48%

Smart Money Signals — SEIX

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, 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 (100% of max)

100% of all-time peak
70 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 — +15% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

37 buying40 selling
Last quarter: 40 funds reduced or exited vs 37 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SEIX position: 10 → 11 → 8 → 14. 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, 29% new

34% conviction (2yr+) 37% medium 29% new
Of the 70 current holders: 24 (34%) held >2 years, 26 held 1–2 years, and 20 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 — ~14 new funds/quarter

17 → 10 → 11 → 8 → 14 new funds/Q
New funds entering each quarter: 10 → 11 → 8 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 49% new entrants

36% veterans 16% 1-2yr 49% new
Of 70 current holders: 25 (36%) held 2+ years, 11 held 1–2 years, 34 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
7 of 70 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
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
2.1
/ 10
conviction
Hedge Fund Positioning: SEIX
2026 Q1 Stats Unlock in 21 days 70 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 67 4.48%
13F Shares 5M 5M 0.68%
Total Value $124M $125M -0.41%
New Positions 14 8 +6
Increased Positions 23 30 -7
Closed Positions 11 7 +4
Reduced Positions 29 22 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

Top 20 institutional holders of SEIX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ignite Planners, LLC 1.28% 358,079 $8.3M
2 Cassady Wealth & Retirement Planning, LLC 0.89% 58,598 $1.4M
3 OxenFree Capital LLC 0.46% 40,642 $941K
4 AdvisorNet Financial, Inc 0.30% 251,060 $5.8M
5 Triad Wealth Partners, LLC 0.24% 132,219 $3.0M
6 Wealthstar Advisors, LLC 0.21% 19,465 $449K
7 SHEETS SMITH WEALTH MANAGEMENT 0.15% 58,365 $1.3M
8 Tactive Advisors, LLC 0.12% 17,943 $414K
9 TOUNJIAN ADVISORY PARTNERS, LLC 0.11% 12,720 $293K
10 Stratos Wealth Advisors, LLC 0.10% 67,735 $1.6M
11 JAMES INVESTMENT RESEARCH, INC. 0.09% 34,259 $790K
12 RDA Financial Network 0.05% 8,700 $201K
13 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% 41,460 $956K
14 Meramec Financial Planners, LLC 0.01% 1,406 $33K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 34,598 $798K
16 Perigon Wealth Management, LLC 0.01% 18,500 $427K
17 Prospera Financial Services Inc 0.01% 16,592 $383K
18 Wealthcare Advisory Partners LLC 0.00% 10,872 $251K
19 Decker Retirement Planning Inc. 0.00% 300 $7K
20 IFP Advisors, Inc 0.00% 225 $5K
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 — 8 quarters in a row: For 8 consecutive quarters, 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 sellers than buyers — 48% buying: Last quarter: 40 funds reduced or exited vs 37 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 — 9% AUM from top-100: 7 of 70 holders rank in the top 100 by AUM, but together hold only 9% 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, 29% new: Of the 70 current holders: 24 (34%) held >2 years, 26 held 1–2 years, and 20 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.

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.