SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
36 hedge funds and large institutions have $462M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 27 → 36 (+9)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
3% more capital invested
Capital invested by funds: $448M → $462M (+$14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.7% less ownership
Funds ownership: 97.29% → 92.6% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.17M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.27M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$543K |
| 4 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
+$397K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$5.42M |
| 2 |
LPL Financial
San Diego,
California
|
-$464K |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$255K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$190K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
LPL Financial
San Diego,
California
| $234K | -$464K | -14,621 | -67% |
|
|
CA
27
Continuum Advisory
Eagle,
Idaho
| $139K | -$1.94K | -61 | -1% |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $33.2K | – | – | – |
|
|
EWA
29
EverSource Wealth Advisors
Birmingham,
Alabama
| $17.6K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $13.3K | +$12.7K | +400 | New |
|
31
AssetMark Inc
Concord,
California
| $8.86K | +$8.48K | +267 | New |
|
|
CIA
32
Cape Investment Advisory
Mcdonough,
Georgia
| $8.63K | -$1.62K | -51 | -16% |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $7.74K | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $3.92K | +$3.75K | +118 | New |
|
35
UBS Group
Zurich,
Switzerland
| $2.82K | +$2.7K | +85 | New |
|
|
FCAS
36
First Command Advisory Services
Fort Worth,
Texas
| – | +$11.5K | +362 | New |
|
SEIM Hedge Fund Activity: Q2 2024 in Review
36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q2 2024, worth a combined $462M — up 3.1% from $448M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SEIM positions and 0 closed out — a net gain of 9 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.17M. The largest seller was SEI Investments, cutting an estimated $5.42M.
- 36 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $462M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q2 2024, up 3.1% quarter-over-quarter.
- 9 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
- The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q2 2024 was Osaic Holdings, an estimated $2.17M added.
- The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q2 2024 was SEI Investments, an estimated $5.42M sold.
Based on aggregated 13F filings for Q2 2024.