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SEI QiM U.S. Large Cap Momentum Active ETF

36 hedge funds and large institutions have $462M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 2736 (+9)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $448M → $462M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.7% less ownership

Funds ownership: 97.29%92.6% (-4.7%)

Holders
36
Holders Change
+9
Holders Change %
+33.33%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
13
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$414M -$5.42M -170,561 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M -$130K -4,108 -1%
Truist Financial
3
Truist Financial
North Carolina
$9.29M -$190K -5,992 -2%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.21M +$9.11K +287 +0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.8M +$2.17M +68,404 +433%
CFA
6
Cahill Financial Advisors
Minnesota
$2.47M -$9.08K -286 -0.4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$71.4K +2,250 +4%
EWA
8
Exencial Wealth Advisors
Oklahoma
$1.82M -$128K -4,019 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.35M +$53.4K +1,682 +4%
CAG
10
Csenge Advisory Group
Florida
$1.33M +$126K +3,965 +11%
NA
11
NewEdge Advisors
Louisiana
$1.33M +$1.27M +39,940 New
PFA
12
Petra Financial Advisors
Colorado
$1.03M +$397K +12,487 +68%
PWM
13
Perigon Wealth Management
California
$1.02M -$51.9K -1,633 -5%
SWP
14
Stratos Wealth Partners
Ohio
$969K +$9.62K +303 +1%
UAG
15
United Advisor Group
Ohio
$721K -$255K -8,042 -27%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$672K +$72.1K +2,270 +13%
FAM
17
Formidable Asset Management
Ohio
$568K +$543K +17,099 New
LIA
18
Lynx Investment Advisory
District of Columbia
$495K +$473K +14,902 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$482K +$160K +5,028 +53%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$374K +$358K +11,270 New
PAG
21
Private Advisor Group
New Jersey
$366K +$72.1K +2,269 +26%
MA
22
MONECO Advisors
Connecticut
$355K -$86.8K -2,733 -20%
PS
23
Principal Securities
Iowa
$295K +$50.5K +1,589 +22%
WG
24
Wealth Group
North Carolina
$286K +$69.9K +2,200 +34%
AWM
25
Accurate Wealth Management
Florida
$251K +$2.57K +81 +1%

SEIM Hedge Fund Activity: Q2 2024 in Review

36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q2 2024, worth a combined $462M — up 3.1% from $448M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEIM positions and 0 closed out — a net gain of 9 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.17M. The largest seller was SEI Investments, cutting an estimated $5.42M.

  • 36 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q2 2024, up from 27 in Q1 2024.
  • Funds reported $462M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q2 2024, up 3.1% quarter-over-quarter.
  • 9 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q2 2024 was Osaic Holdings, an estimated $2.17M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q2 2024 was SEI Investments, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2024.