SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
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.
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: 1 → 3 (+2)
33% more funds holding
Funds holding: 36 → 48 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$2.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.25M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.13M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$52M |
| 2 |
HPFG
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
-$957K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$700K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$661K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$561K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | -$14.9K | -413 | 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.