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SEI QiM U.S. Large Cap Momentum Active ETF

6 hedge funds and large institutions have $2.78M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 36 (+3)

47% more capital invested

Capital invested by funds: $1.89M → $2.78M (+$896K)

1.61% more ownership

Funds ownership: 6.94%8.55% (+1.6%)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$2.16M +$574K +21,870 +39%
PFA
2
Petra Financial Advisors
Colorado
$513K +$25.8K +981 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$46K +$43.7K +1,665 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$39K +$36.7K +1,398 New
EWA
5
EverSource Wealth Advisors
Alabama
$22.8K +$53 +2 +0.2%
UBS Group
6
UBS Group
Switzerland
$251 +$236 +9 New

SEIM Hedge Fund Activity: Q4 2023 in Review

6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q4 2023, worth a combined $2.78M — up 47% from $1.89M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SEIM positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $574K.

  • 6 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $2.78M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q4 2023, up 47% quarter-over-quarter.
  • 3 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q4 2023 was Osaic Holdings, an estimated $574K added.

Based on aggregated 13F filings for Q4 2023.