VIRTUS FIXED INCOME ADVISERS, LLC

PrivateCIK: 2079921
Location

HARTFORD, CT

23
Positions
$122.50M
Total AUM (reported)
21.39M
Total Shares

Allocation by class

TOTAL AUM$122.50M23 positions
NEWFLEET ABS MBS$64.82M52.9%
VIRTUS NEWFLEET$24.40M19.9%
NOTE 1.125% 3/1$10.08M8.2%
SEIX SR LN ETF$8.92M7.3%
STATE STREET SPD$5.86M4.8%
NOTE 3.250% 1/1$2.66M2.2%
NOTE 1.500%12/1$1.20M1.0%

Portfolio Concentration

Top 381.1%4–1017.6%11–251.3%TOP 1098.7%0%100%
Top 3$99.30M81.1%
4–10$21.61M17.6%
11–25$1.60M1.3%

Top 3 weight

81.1%

Top 10 weight

98.7%

Voting Authority Distribution

Total shares with voting rights: 21.39M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

21.39M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other23
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings23
Rows:

VIRTUS ETF TR II

OTR
NEWFLEET ABS MBS
Shares2.68M
TypeSH
Market value$64.82M
52.91%
Sole
0.00
Shared
2.68M
None
0.00

VIRTUS ETF TR II

OTR
VIRTUS NEWFLEET
Shares1.13M
TypeSH
Market value$24.39M
19.91%
Sole
0.00
Shared
1.13M
None
0.00

CABLE ONE INC

OTR
NOTE 1.125% 3/1
Shares13.41M
TypePRN
Market value$10.08M
8.23%
Sole
0.00
Shared
13.41M
None
0.00

VIRTUS ETF TR II

OTR
SEIX SR LN ETF
Shares386.77K
TypeSH
Market value$8.92M
7.28%
Sole
0.00
Shared
386.77K
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares61.01K
TypeSH
Market value$5.84M
4.77%
Sole
0.00
Shared
61.01K
None
0.00

WINNEBAGO INDS INC

OTR
NOTE 3.250% 1/1
Shares2.95M
TypePRN
Market value$2.66M
2.17%
Sole
0.00
Shared
2.95M
None
0.00

LUMENTUM HLDGS INC

OTR
NOTE 1.500%12/1
Shares119K
TypePRN
Market value$1.20M
0.98%
Sole
0.00
Shared
119K
None
0.00

VIRTUS ETF TR II

OTR
SEIX AAA PRIVAAT
Shares48K
TypeSH
Market value$1.19M
0.97%
Sole
0.00
Shared
48K
None
0.00

ISHARES TR

OTR
IBOXX HI YD ETF
Shares12.93K
TypeSH
Market value$1.03M
0.84%
Sole
0.00
Shared
12.93K
None
0.00

WESTERN DIGITAL CORP

OTR
NOTE 3.000%11/1
Shares107K
TypePRN
Market value$765.9K
0.63%
Sole
0.00
Shared
107K
None
0.00

GRANITE CONSTR INC

OTR
NOTE 3.250% 6/1
Shares348K
TypePRN
Market value$572.5K
0.47%
Sole
0.00
Shared
348K
None
0.00

SEAGATE HDD CAYMAN

OTR
NOTE 3.500% 6/0
Shares107K
TypePRN
Market value$507.9K
0.41%
Sole
0.00
Shared
107K
None
0.00

INVESCO EXCH TRADED FD TR II

OTR
SR LN ETF
Shares23.34K
TypeSH
Market value$476.3K
0.39%
Sole
0.00
Shared
23.34K
None
0.00

VIRTUS ETF TR II

OTR
NEWFLEET SHORT D
Shares542.00
TypeSH
Market value$13.9K
0.01%
Sole
0.00
Shared
542.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares239.00
TypeSH
Market value$6.9K
<0.01%
Sole
0.00
Shared
239.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares211.00
TypeSH
Market value$4.7K
<0.01%
Sole
0.00
Shared
211.00
None
0.00

ETFIS SER TR I

OTR
VIRTUS NEWFLEET
Shares181.00
TypeSH
Market value$4.1K
<0.01%
Sole
0.00
Shared
181.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares146.00
TypeSH
Market value$3.8K
<0.01%
Sole
0.00
Shared
146.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares61.00
TypeSH
Market value$1.8K
<0.01%
Sole
0.00
Shared
61.00
None
0.00

VIRTUS ETF TR II

OTR
STONE HARBOR EMG
Shares62.00
TypeSH
Market value$1.7K
<0.01%
Sole
0.00
Shared
62.00
None
0.00

J P MORGAN EXCHANGE TRADED F

OTR
USD EMRNG MKT
Shares19.00
TypeSH
Market value$746.00
<0.01%
Sole
0.00
Shared
19.00
None
0.00

VANECK ETF TRUST

OTR
JP MRGAN EM LOC
Shares21.00
TypeSH
Market value$527.00
<0.01%
Sole
0.00
Shared
21.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares10.00
TypeSH
Market value$292.00
<0.01%
Sole
0.00
Shared
10.00
None
0.00