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SEI QiM U.S. Large Cap Momentum Active ETF

48 hedge funds and large institutions have $486M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more funds holding

Funds holding: 3648 (+12)

1% less capital invested

Capital invested by funds: $493M → $486M (-$6.89M)

3.68% less ownership

Funds ownership: 95.24%91.56% (-3.7%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% 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
15
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$420M -$52M -1,352,771 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.85M -$661K -17,184 -6%
Truist Financial
3
Truist Financial
North Carolina
$9.43M -$700K -18,203 -7%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.19M -$957K -24,886 -11%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.11M +$1.25M +32,569 +33%
KF
6
K2 Financial
California
$3.02M +$3M +77,880 New
AWS
7
Atria Wealth Solutions
New York
$2.51M +$2.5M +65,002 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.49M +$20.5K +532 +0.8%
CFA
9
Cahill Financial Advisors
Minnesota
$2.31M -$521K -13,542 -18%
MWP
10
Meriwether Wealth & Planning
Louisiana
$2.25M +$2.24M +58,321 New
NA
11
NewEdge Advisors
Louisiana
$1.72M -$17.3K -449 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.72M +$26.7K +695 +2%
EWA
13
Exencial Wealth Advisors
Oklahoma
$1.65M -$280K -7,275 -15%
SWM
14
Stark Wealth Management
Pennsylvania
$1.57M +$1.56M +40,586 New
CAG
15
Csenge Advisory Group
Florida
$1.46M -$149K -3,873 -9%
CCC
16
Compass Capital Corp
Massachusetts
$1.45M +$1.44M +37,463 New
GWM
17
Geneos Wealth Management
Colorado
$1.14M +$1.13M +29,419 New
PFA
18
Petra Financial Advisors
Colorado
$1.12M -$88.4K -2,297 -7%
SWP
19
Stratos Wealth Partners
Ohio
$1.1M +$1.1M +28,470 New
PWM
20
Perigon Wealth Management
California
$1.03M -$129K -3,342 -11%
PAG
21
Private Advisor Group
New Jersey
$727K +$319K +8,291 +79%
LPL Financial
22
LPL Financial
California
$565K +$158K +4,105 +39%
LIA
23
Lynx Investment Advisory
District of Columbia
$553K -$46.9K -1,218 -8%
Citadel Advisors
24
Citadel Advisors
Florida
$537K -$359K -9,336 -40%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$484K -$11.3K -293 -2%

SEIM Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q4 2024, worth a combined $486M — down 1.4% from $493M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SEIM positions and 3 closed out — a net gain of 12 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.5M. The largest seller was SEI Investments, cutting an estimated $52M.

  • 48 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $486M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 15 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q4 2024 was Atria Wealth Solutions, an estimated $2.5M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q4 2024 was SEI Investments, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2024.