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

Cassady Wealth & Retirement Planning LLC increased its position in Virtus Seix Senior Loan ETF (NYSEARCA:SEIX) by 75.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 102,698 shares of the company’s stock after acquiring an additional 44,100 shares during the period. Cassady Wealth & Retirement Planning LLC’s holdings in Virtus Seix Senior Loan ETF were worth $2,386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Destiny Wealth Partners LLC raised its stake in shares of Virtus Seix Senior Loan ETF by 3,525.5% in the fourth quarter. Destiny Wealth Partners LLC now owns 726,374 shares of the company’s stock worth $16,948,000 after purchasing an additional 706,339 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in Virtus Seix Senior Loan ETF by 822.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 161,455 shares of the company’s stock worth $3,809,000 after buying an additional 143,955 shares during the period. Jane Street Group LLC increased its holdings in Virtus Seix Senior Loan ETF by 384.7% in the 2nd quarter. Jane Street Group LLC now owns 130,374 shares of the company’s stock worth $3,072,000 after buying an additional 103,474 shares during the period. Triad Wealth Partners LLC raised its position in Virtus Seix Senior Loan ETF by 257.6% during the 1st quarter. Triad Wealth Partners LLC now owns 132,219 shares of the company’s stock worth $3,049,000 after buying an additional 95,250 shares during the last quarter. Finally, Creative Planning acquired a new stake in Virtus Seix Senior Loan ETF during the 3rd quarter valued at approximately $1,399,000.

Virtus Seix Senior Loan ETF Stock Down 0.1%

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

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.