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SEI Enhanced US Large Cap Momentum Factor ETF

52 hedge funds and large institutions have $529M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
22
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$453M 10,736,531 +102,597 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.82M 232,856 -3,752 -2%
Truist Financial
3
Truist Financial
North Carolina
$9.3M 220,692 -3,656 -2%
STB
4
S&T Bank
Pennsylvania
$7.6M 180,350 +170,417 +1,716%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.42M 152,392 +152,392 New
GWM
6
Geneos Wealth Management
Colorado
$3.9M 92,534 -123,465 -57%
KF
7
K2 Financial
California
$3.58M 84,926 -2,959 -3%
OFS
8
OneAscent Financial Services
Alabama
$3.28M 77,890 +50,681 +186%
AI
9
Atria Investments
North Carolina
$3.23M 76,716 +49,507 +182%
MFG
10
Merit Financial Group
Georgia
$3.05M 72,326 +2,632 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.03M 71,875 +3,146 +5%
CFA
12
Cahill Financial Advisors
Minnesota
$1.91M 45,327 -5,059 -10%
NA
13
NewEdge Advisors
Louisiana
$1.82M 43,268 +765 +2%
CAG
14
Csenge Advisory Group
Florida
$1.76M 44,347 +1,360 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.71M 40,528 +2,257 +6%
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.68M 39,877 -2,196 -5%
CCC
17
Compass Capital Corp
Massachusetts
$1.25M 28,582 -3,258 -10%
UAG
18
United Advisor Group
Ohio
$1.22M 28,886 +18,655 +182%
PFA
19
Petra Financial Advisors
Colorado
$1.19M 28,183 +436 +2%
SWML
20
Stark Wealth Management LLC
Pennsylvania
$1.13M 26,804 +26,804 New
PWM
21
Perigon Wealth Management
California
$1.03M 24,398 +3 +0%
DE
22
Diversified Enterprises
Delaware
$835K 19,814 +2,799 +16%
UBS Group
23
UBS Group
Switzerland
$753K 17,867 +7,270 +69%
LPL Financial
24
LPL Financial
California
$636K 15,086 +700 +5%
SA
25
Stewardship Advisors
Pennsylvania
$620K 14,697 +402 +3%