We are live on ! Find out more
SEIM icon

SEI QiM U.S. Large Cap Momentum Active ETF

36 hedge funds and large institutions have $493M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $462M → $493M (+$31M)

2.65% more ownership

Funds ownership: 92.6%95.24% (+2.6%)

0% more funds holding

Funds holding: 3636 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
36
Holders Change
Holders Change %
0%
% 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
5
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$442M -$7.26M -214,863 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.83M -$566K -16,733 -6%
Truist Financial
3
Truist Financial
North Carolina
$9.48M -$585K -17,315 -6%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.56M -$354K -10,476 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.6M +$526K +15,561 +18%
CFA
6
Cahill Financial Advisors
Minnesota
$2.65M -$35.4K -1,048 -1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$240K +7,098 +12%
EWA
8
Exencial Wealth Advisors
Oklahoma
$1.8M -$169K -4,987 -9%
NA
9
NewEdge Advisors
Louisiana
$1.63M +$172K +5,094 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.58M +$110K +3,246 +8%
CAG
11
Csenge Advisory Group
Florida
$1.54M +$56.1K +1,659 +4%
PFA
12
Petra Financial Advisors
Colorado
$1.13M +$14.8K +437 +1%
PWM
13
Perigon Wealth Management
California
$1.06M -$42.2K -1,249 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$840K +$786K +23,245 New
LIA
15
Lynx Investment Advisory
District of Columbia
$562K +$21.8K +645 +4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$561K -$159K -4,688 -23%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$463K +$52.7K +1,559 +14%
UAG
18
United Advisor Group
Ohio
$402K -$358K -10,583 -49%
SA
19
Stewardship Advisors
Pennsylvania
$396K +$371K +10,962 New
LPL Financial
20
LPL Financial
California
$380K +$117K +3,471 +49%
PAG
21
Private Advisor Group
New Jersey
$378K -$16.5K -489 -4%
PS
22
Principal Securities
Iowa
$336K +$13.6K +402 +5%
WG
23
Wealth Group
North Carolina
$328K +$16.7K +493 +6%
AWM
24
Accurate Wealth Management
Florida
$245K -$25.9K -766 -10%
MA
25
MONECO Advisors
Connecticut
$209K -$166K -4,895 -46%

SEIM Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q3 2024, worth a combined $493M — up 6.7% from $462M a quarter earlier.

Fund positioning in SEIM was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $786K. The largest seller was SEI Investments, cutting an estimated $7.26M.

  • 36 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $493M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q3 2024, up 6.7% quarter-over-quarter.
  • 5 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q3 2024 was Citadel Advisors, an estimated $786K added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q3 2024 was SEI Investments, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2024.