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SEI QiM U.S. Large Cap Momentum Active ETF

50 hedge funds and large institutions have $443M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 4850 (+2)

5.27% less ownership

Funds ownership: 91.56%86.3% (-5.3%)

9% less capital invested

Capital invested by funds: $486M → $443M (-$43.2M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Calton & Associates
Florida
$513K +$552K +14,234 New
LIA
27
Lynx Investment Advisory
District of Columbia
$497K -$20.9K -538 -4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$487K +$37.5K +965 +8%
SWM
29
Stark Wealth Management
Pennsylvania
$443K -$1.1M -28,302 -70%
PS
30
Principal Securities
Iowa
$401K
UBS Group
31
UBS Group
Switzerland
$382K +$86.5K +2,228 +27%
UAG
32
United Advisor Group
Ohio
$369K +$8.19K +211 +2%
STB
33
S&T Bank
Pennsylvania
$358K +$385K +9,933 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$340K +$135K +3,476 +58%
WG
35
Wealth Group
North Carolina
$303K +$8.54K +220 +3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$262K +$282K +7,272 New
WA
37
Whipplewood Advisors
Colorado
$248K +$38.6K +995 +14%
Morgan Stanley
38
Morgan Stanley
New York
$228K +$245K +6,321 New
WA
39
WPG Advisers
Maryland
$147K -$90K -2,318 -36%
BI
40
Binnacle Investments
Iowa
$138K +$148K +3,824 New
AF
41
Advisornet Financial
Minnesota
$56.9K +$7.14K +184 +13%
EWA
42
EverSource Wealth Advisors
Alabama
$18.8K -$505 -13 -2%
RJA
43
Ross\Johnson & Associates
Minnesota
$17.7K +$19K +490 New
HI
44
Harbour Investments
Wisconsin
$17.3K +$18.6K +479 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$16K
AssetMark Inc
46
AssetMark Inc
California
$14.8K +$5.59K +144 +54%
CIA
47
Cape Investment Advisory
Georgia
$12.2K
IA
48
IFP Advisors
Florida
$8.4K
JP Morgan Chase
49
JP Morgan Chase
New York
$2.88K +$3.1K +80 New
MCM
50
MAI Capital Management
Ohio
$541

SEIM Hedge Fund Activity: Q1 2025 in Review

50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q1 2025, worth a combined $443M — down 8.9% from $486M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIM positions and 10 closed out — a net gain of 3 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $7.24M. The largest seller was SEI Investments, cutting an estimated $9.97M.

  • 50 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $443M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q1 2025 and 10 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $7.24M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q1 2025 was SEI Investments, an estimated $9.97M sold.

Based on aggregated 13F filings for Q1 2025.