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SEI QiM U.S. Large Cap Momentum Active ETF

48 hedge funds and large institutions have $486M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more funds holding

Funds holding: 3648 (+12)

1% less capital invested

Capital invested by funds: $493M → $486M (-$6.89M)

3.68% less ownership

Funds ownership: 95.24%91.56% (-3.7%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Stewardship Advisors
Pennsylvania
$471K +$47.9K +1,245 +11%
PS
27
Principal Securities
Iowa
$401K +$42.5K +1,105 +12%
UAG
28
United Advisor Group
Ohio
$387K -$43.1K -1,121 -10%
UBS Group
29
UBS Group
Switzerland
$323K +$322K +8,369 New
WG
30
Wealth Group
North Carolina
$316K -$34.7K -902 -10%
Mariner
31
Mariner
Kansas
$279K +$278K +7,216 New
WA
32
Whipplewood Advisors
Colorado
$270K +$269K +6,994 New
WA
33
WPG Advisers
Maryland
$247K +$246K +6,392 New
AWM
34
Accurate Wealth Management
Florida
$234K -$24.1K -627 -9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$230K +$40.6K +1,056 +22%
MA
36
MONECO Advisors
Connecticut
$201K -$22.2K -576 -10%
CA
37
Continuum Advisory
Idaho
$105K -$6K -156 -5%
AF
38
Advisornet Financial
Minnesota
$53.8K -$38.9K -1,011 -42%
Bank of America
39
Bank of America
North Carolina
$48.6K +$31.4K +816 +184%
EWA
40
EverSource Wealth Advisors
Alabama
$20.6K +$38 +1 +0.2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$20.2K +$20.2K +524 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$17K -$12K -313 -41%
CIA
43
Cape Investment Advisory
Georgia
$13.1K
AssetMark Inc
44
AssetMark Inc
California
$10.3K
CAS
45
Coppell Advisory Solutions
Texas
$9.37K +$9.27K +241 New
IA
46
IFP Advisors
Florida
$9K
T
47
Transce3nd
Texas
$3.24K +$3.23K +84 New
MCM
48
MAI Capital Management
Ohio
$580 +$577 +15 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$561K -15,542 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$17.4K -481 Closed

SEIM Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q4 2024, worth a combined $486M — down 1.4% from $493M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SEIM positions and 3 closed out — a net gain of 12 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.5M. The largest seller was SEI Investments, cutting an estimated $52M.

  • 48 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $486M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 15 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q4 2024 was Atria Wealth Solutions, an estimated $2.5M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q4 2024 was SEI Investments, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2024.