SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
4% more funds holding
Funds holding: 48 → 50 (+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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.24M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.7M |
| 3 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$1.44M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.06M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$9.97M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.95M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$2.51M |
| 4 |
SWM
Stark Wealth Management
Bethlehem,
Pennsylvania
|
-$1.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$774K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
51
Atria Wealth Solutions
New York
| – | -$2.51M | -65,002 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$727K | -18,828 | Closed |
|
53
Mariner
Overland Park,
Kansas
| – | -$279K | -7,216 | Closed |
|
|
AWM
54
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$234K | -6,000 | Closed |
|
|
MA
55
MONECO Advisors
Fairfield,
Connecticut
| – | -$201K | -5,217 | Closed |
|
|
CA
56
Continuum Advisory
Eagle,
Idaho
| – | -$105K | -2,708 | Closed |
|
57
Bank of America
Charlotte,
North Carolina
| – | -$48.6K | -1,260 | Closed |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$20.2K | -524 | Closed |
|
|
CAS
59
Coppell Advisory Solutions
Coppell,
Texas
| – | -$9.37K | -241 | Closed |
|
|
T
60
Transce3nd
Kyle,
Texas
| – | -$3.24K | -84 | Closed |
|
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.