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SEI QiM U.S. Large Cap Momentum Active ETF

57 hedge funds and large institutions have $850M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $838M → $850M (+$11.2M)

7% less funds holding

Funds holding: 6157 (-4)

6.74% less ownership

Funds ownership: 79.99%73.25% (-6.7%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
7
Increased
27
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$614M +$15.6M +329,618 +3%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$110M +$23.3M +493,849 +26%
MFG
3
Merit Financial Group
Georgia
$26.2M +$22.7M +481,375 +512%
STB
4
S&T Bank
Pennsylvania
$16.7M +$1.97M +41,643 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.2M +$28.9K +612 +0.2%
Truist Financial
6
Truist Financial
North Carolina
$11.5M +$66.3K +1,403 +0.6%
BPA
7
Beacon Pointe Advisors
California
$11.1M +$6.85K +145 +0.1%
KF
8
K2 Financial
California
$5.32M +$87.5K +1,853 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$3.93M -$520K -11,005 -12%
CAG
10
Csenge Advisory Group
Florida
$2.7M -$137K -2,909 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M +$407K +8,622 +17%
NA
12
NewEdge Advisors
Louisiana
$2.36M +$57.2K +1,211 +2%
EWA
13
Exencial Wealth Advisors
Oklahoma
$2.18M +$73.8K +1,562 +3%
MWP
14
Meriwether Wealth & Planning
Louisiana
$2.17M +$494K +10,466 +28%
AAS
15
Ameritas Advisory Services
Nebraska
$2.05M +$4.16K +88 +0.2%
DE
16
Diversified Enterprises
Delaware
$1.89M -$32.4K -687 -2%
CCC
17
Compass Capital Corp
Massachusetts
$1.77M +$280K +5,939 +21%
UAG
18
United Advisor Group
Ohio
$1.75M +$81K +1,716 +5%
AC
19
Apella Capital
Connecticut
$1.73M -$44.1K -933 -3%
CFA
20
Cahill Financial Advisors
Minnesota
$1.62M -$518K -10,967 -24%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.59M -$20.3M -430,923 -93%
PWM
22
Perigon Wealth Management
California
$1.53M +$71.2K +1,507 +5%
LPL Financial
23
LPL Financial
California
$1M +$219K +4,638 +27%
SA
24
Stewardship Advisors
Pennsylvania
$1M +$48.5K +1,028 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$930K +$964K +20,419 New

SEIM Hedge Fund Activity: Q1 2026 in Review

57 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q1 2026, worth a combined $850M — up 1.3% from $838M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SEIM and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 27 added.

The largest buyer was Summit Wealth Group (Colorado), adding an estimated $23.3M. The largest seller was Osaic Holdings, cutting an estimated $20.3M.

  • 57 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q1 2026, down from 61 in Q4 2025.
  • Funds reported $850M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q1 2026, up 1.3% quarter-over-quarter.
  • 7 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q1 2026 and 8 closed out, a net change of -1 holder.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q1 2026 was Summit Wealth Group (Colorado), an estimated $23.3M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q1 2026 was Osaic Holdings, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2026.