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SEI QiM U.S. Large Cap Momentum Active ETF

61 hedge funds and large institutions have $838M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $694M → $838M (+$144M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

6.58% more ownership

Funds ownership: 73.41%79.99% (+6.6%)

5% more funds holding

Funds holding: 5861 (+3)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
13
Increased
22
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
26
Compass Capital Corp
Massachusetts
$1.36M -$16K -352 -1%
SA
27
Stewardship Advisors
Pennsylvania
$967K +$22.8K +500 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$878K +$381K +8,362 +78%
LIA
29
Lynx Investment Advisory
District of Columbia
$867K +$78.2K +1,717 +10%
CWRP
30
Cassady Wealth & Retirement Planning
Nevada
$866K +$856K +18,781 New
Citadel Advisors
31
Citadel Advisors
Florida
$808K +$391K +8,591 +96%
LPL Financial
32
LPL Financial
California
$803K +$17.7K +388 +2%
SWP
33
Stratos Wealth Partners
Ohio
$739K -$71K -1,558 -9%
PS
34
Principal Securities
Iowa
$679K -$17.7K -389 -3%
CIA
35
Concurrent Investment Advisors
Florida
$482K -$20.3K -446 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$456K -$17.6K -387 -4%
IAG
37
Investmark Advisory Group
Connecticut
$300K +$6.51K +143 +2%
Morgan Stanley
38
Morgan Stanley
New York
$295K +$16.7K +366 +6%
OFS
39
OneAscent Financial Services
Alabama
$284K -$7.2K -158 -3%
CA
40
Calton & Associates
Florida
$281K -$267K -5,855 -49%
AWM
41
Accurate Wealth Management
Florida
$230K -$69.3K -1,522 -24%
IWN
42
Independent Wealth Network
Iowa
$224K +$221K +4,857 New
VA
43
Valmark Advisers
Ohio
$222K +$220K +4,821 New
WA
44
WPG Advisers
Maryland
$202K -$13.9K -305 -7%
PAS
45
Park Avenue Securities
New York
$201K +$198K +4,353 New
FA
46
FSA Advisors
Michigan
$162K +$5.23M +114,800 New
SOS
47
Silver Oak Securities
Tennessee
$148K +$145K +3,189 New
SGFG
48
Silver Grove Financial Group
New York
$108K +$107K +2,341 New
AF
49
Advisornet Financial
Minnesota
$72.7K
AssetMark Inc
50
AssetMark Inc
California
$69.5K

SEIM Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q4 2025, worth a combined $838M — up 21% from $694M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIM positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Summit Wealth Group (Colorado), adding an estimated $87.3M. The largest seller was SEI Investments, cutting an estimated $525K.

  • 61 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $838M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 13 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q4 2025 and 8 closed out, a net change of +5 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $87.3M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q4 2025 was SEI Investments, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2025.