SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
2 hedge funds and large institutions have $1.18M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
48% more capital invested
Capital invested by funds: $796K → $1.18M (+$380K)
1.15% more ownership
Funds ownership: 3.76% → 4.91% (+1.2%)
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$636K |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$18.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
-$321K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.16M | +$636K | +24,988 | +135% |
|
|
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
| $19.6K | +$18.8K | +739 | New |
|
|
PFA
3
Petra Financial Advisors
Colorado Srpings,
Colorado
| – | -$321K | -12,603 | Closed |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| – | -$2.81K | -110 | Closed |
|
SEIM Hedge Fund Activity: Q2 2023 in Review
2 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q2 2023, worth a combined $1.18M — up 48% from $796K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SEIM and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $636K. The largest seller was Petra Financial Advisors, exiting entirely with an estimated $321K sold.
- 2 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q2 2023, down from 3 in Q1 2023.
- Funds reported $1.18M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q2 2023, up 48% quarter-over-quarter.
- 1 fund opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q2 2023 was Osaic Holdings, an estimated $636K added.
- The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q2 2023 was Petra Financial Advisors, an estimated $321K sold.
Based on aggregated 13F filings for Q2 2023.