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SEI Enhanced US Large Cap Momentum Factor ETF

27 hedge funds and large institutions have $448M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+21
Holders Change %
+350%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
1
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$406M +$406M +12,628,947 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.42M +$9.42M +293,095 New
Truist Financial
3
Truist Financial
North Carolina
$9.18M +$9.18M +285,800 New
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$7.94M +$7.94M +247,082 New
CFA
5
Cahill Financial Advisors
Minnesota
$2.4M +$2.4M +74,693 New
EWA
6
Exencial Wealth Advisors
Oklahoma
$1.9M +$1.9M +58,970 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$1.76M +54,738 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.25M +$1.25M +38,927 New
CAG
9
Csenge Advisory Group
Florida
$1.16M +$1.16M +36,149 New
PWM
10
Perigon Wealth Management
California
$1.04M +$1.04M +32,236 New
UAG
11
United Advisor Group
Ohio
$957K +$957K +29,766 New
SWP
12
Stratos Wealth Partners
Ohio
$929K +$929K +28,897 New
LPL Financial
13
LPL Financial
California
$696K +$696K +21,666 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$577K +$577K +17,960 New
PFA
15
Petra Financial Advisors
Colorado
$513K
Osaic Holdings
16
Osaic Holdings
Arizona
$507K -$2.02M -62,763 -80%
MA
17
MONECO Advisors
Connecticut
$431K +$431K +13,421 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$304K +$251K +7,802 +469%
PAG
19
Private Advisor Group
New Jersey
$281K +$281K +8,757 New
PS
20
Principal Securities
Iowa
$235K +$235K +7,298 New
AWM
21
Accurate Wealth Management
Florida
$217K +$217K +7,312 New
WG
22
Wealth Group
North Carolina
$206K +$206K +6,401 New
CA
23
Continuum Advisory
Idaho
$134K +$134K +4,257 New
AF
24
Advisornet Financial
Minnesota
$32.2K +$32.2K +1,001 New
EWA
25
EverSource Wealth Advisors
Alabama
$16.1K -$8.55K -283 -35%