SEI Enhanced US Large Cap Momentum Factor ETF

SEIM

Market cap $782M

Overview Fund Activity

44.48 USD

-0.16

0.36%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.36%

5 days

1.67%

1 month

1.23%

3 months

9.83%

6 months

23.28%

Year to date

14.64%

1 year

28.67%

5 years

77.42%

10 years

77.42%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

19% more capital invested

Capital invested by funds: $443M [Q1] → $529M (+$86.3M) [Q2]

6% more funds holding

Funds holding: 49 [Q1] → 52 (+3) [Q2]

5.28% less ownership

Funds ownership: 86.21% [Q1] → 80.93% (-5.28%) [Q2]

See Fund Rankings

Financial journalist opinion

SEIM: A Still Relatively New Momentum ETF To Keep On The Watchlist

SEIM offers a unique blend of momentum and growth, targeting stocks with strong price performance and rising earnings, but comes with elevated volatility. The fund's concentrated portfolio and high beta profile provide strong upside potential, yet also expose investors to greater downside risk and uncorrelated returns. SEIM trades at a premium valuation justified by higher earnings growth, though its profitability slightly lags the benchmark due to sector allocations.

SEIM: A Still Relatively New Momentum ETF To Keep On The Watchlist

SEIM: Strong Momentum, But Higher Risk

SEIM follows a momentum investing strategy with a quantitative, rules-based approach, selecting stocks based on price trends, earnings growth, and analyst outlooks. While SEIM has outperformed the S&P 500 since its inception, it has underperformed compared to FDMO, which has a higher large-cap stock exposure. SEIM's higher proportion of mid-cap and small-cap stocks may result in greater downside risk compared to FDMO, especially in economic downturns.

SEIM: Strong Momentum, But Higher Risk

SEIM: Momentum Is Where It's At

The SEI Enhanced US Large Cap Momentum Factor ETF focuses on U.S. large-cap stocks with strong recent performance, leveraging the momentum factor. The SEIM ETF's strategy is rules-based, using SEI Investments Management Corporation's model to select stocks, with a significant allocation to tech, industrials, and healthcare sectors. The fund's active management allows quick adjustments to market shifts, but it carries risks like sharp reversals and higher trading costs due to its momentum focus.

SEIM: Momentum Is Where It's At

3 ETFs With Low Fees and Market-Beating Returns

The appeal of exchange-traded funds (ETFs) is clear: increase the diversification of your portfolio by targeting a large basket of equities with a single ticker to trade, and leave oversight of that basket to professional fund managers. It's no wonder that ETFs have ballooned in popularity, now comprising more than 10,000 funds managing over $11 trillion in assets.

3 ETFs With Low Fees and Market-Beating Returns

SEIM Vs. SPMO: Stick With Better Known Momentum ETF

The Invesco S&P 500 Momentum ETF (SPMO) has outperformed the SPDR S&P 500 ETF (SPY) since 2015, with $2.2b in AUM and 13bps in fees. The SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM), launched in 2022, has $500m in AUM, 15bps in fees, and benchmarks against the S&P 500 TR Index. SEIM significantly underperforms both SPY and SPMO, leading to a Strong Sell rating for SEIM.

SEIM Vs. SPMO: Stick With Better Known Momentum ETF

See News Rankings

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