MondegarAI
Virtus Fixed Income Advisers, LLC

Q3 2025 · 13F-HR

Virtus Fixed Income Advisers, LLCholdings as filed

Filed 2025-11-12 · accession 0001628280-25-051555

$133.0M
Reported value
23
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Virtus Fixed Income Advisers, LLC · Q3 2025

AI · grounded in 13F

Virtus Fixed Income Advisers, LLC established a new position in VABS valued at $65.7M. The fund also initiated new stakes in VSHY for $24.9M and SEIX for $21.1M. Additional new positions include CABO 1.125 03/15/28 at $12.3M and SMC at $2.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92790A603VABSVIRTUS ETF TR II$65.7M49.4%2,698,971CommonSHARED
92790A207VSHYVIRTUS ETF TR II$24.9M18.7%1,134,049CommonSHARED
92790A405SEIXVIRTUS ETF TR II$21.1M15.8%893,341CommonSHARED
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$12.3M9.25%14,410,000CommonSHARED
86614G101SMCSUMMIT MIDSTREAM CORPORATION$2.5M1.85%119,749CommonSHARED
464288513HYGISHARES TR$2.0M1.49%24,448CommonSHARED
78468R622JNKSPDR SERIES TRUST$1.9M1.42%19,307CommonSHARED
92790A850PCLOVIRTUS ETF TR II$1.2M0.90%48,000CommonSHARED
78468R408SJNKSPDR SERIES TRUST$920,5760.69%35,960CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$488,4020.37%23,335CommonSHARED
87484T108TALOTALOS ENERGY INC$28,5110.02%2,973CommonSHARED
92790A884SDCPVIRTUS ETF TR II$13,7950.01%535CommonSHARED
78464A144SPBOSPDR SERIES TRUST$6,5190.00%220CommonSHARED
78464A383SPMBSPDR SERIES TRUST$4,4210.00%197CommonSHARED
26923G707NFLTETFIS SER TR I$4,1290.00%179CommonSHARED
78464A664SPTLSPDR SERIES TRUST$3,8540.00%143CommonSHARED
80007P869SDSANDRIDGE ENERGY INC$2,9330.00%260CommonSHARED
78464A474SPSBSPDR SERIES TRUST$1,9990.00%66CommonSHARED
92790A801VEMYVIRTUS ETF TR II$1,4380.00%52CommonSHARED
78468R101SPTSSPDR SERIES TRUST$1,4070.00%48CommonSHARED
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$7670.00%19CommonSHARED
92189H300EMLCVANECK ETF TRUST$5100.00%20CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$2400.00%4CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.