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SEI Enhanced US Large Cap Momentum Factor ETF

47 hedge funds and large institutions have $485M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$420M 10,890,752 -1,352,771 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.85M 255,070 -17,184 -6%
Truist Financial
3
Truist Financial
North Carolina
$9.43M 244,290 -18,203 -7%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.19M 212,007 -24,886 -11%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.11M 132,320 +32,569 +33%
KF
6
K2 Financial
California
$3.02M 77,880 +77,880 New
AWS
7
Atria Wealth Solutions
New York
$2.51M 65,002 +65,002 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.49M 64,618 +532 +0.8%
CFA
9
Cahill Financial Advisors
Minnesota
$2.31M 59,817 -13,542 -18%
MWP
10
Meriwether Wealth & Planning
Louisiana
$2.25M 58,321 +58,321 New
NA
11
NewEdge Advisors
Louisiana
$1.72M 44,585 -449 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.72M 44,550 +695 +2%
EWA
13
Exencial Wealth Advisors
Oklahoma
$1.65M 42,689 -7,275 -15%
CAG
14
Csenge Advisory Group
Florida
$1.46M 37,900 -3,873 -9%
CCC
15
Compass Capital Corp
Massachusetts
$1.45M 37,463 +37,463 New
GWM
16
Geneos Wealth Management
Colorado
$1.14M 29,419 +29,419 New
PFA
17
Petra Financial Advisors
Colorado
$1.12M 29,021 -2,297 -7%
SWP
18
Stratos Wealth Partners
Ohio
$1.1M 28,470 +28,470 New
PWM
19
Perigon Wealth Management
California
$1.03M 26,012 -3,342 -11%
PAG
20
Private Advisor Group
New Jersey
$727K 18,828 +8,291 +79%
LPL Financial
21
LPL Financial
California
$565K 14,621 +4,105 +39%
LIA
22
Lynx Investment Advisory
District of Columbia
$553K 14,329 -1,218 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$537K 13,909 -9,336 -40%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$484K 12,536 -293 -2%
SA
25
Stewardship Advisors
Pennsylvania
$471K 12,207 +1,245 +11%