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SEI Enhanced US Large Cap Momentum Factor ETF

49 hedge funds and large institutions have $443M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
15
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$383M -$9.26M -256,818 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.53M -$666K -18,462 -7%
Truist Financial
3
Truist Financial
North Carolina
$8.09M -$719K -19,942 -8%
GWM
4
Geneos Wealth Management
Colorado
$7.79M +$6.73M +186,580 +634%
KF
5
K2 Financial
California
$2.9M +$331K +10,005 +13%
MFG
6
Merit Financial Group
Georgia
$2.51M +$2.51M +69,694 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$148K +4,111 +6%
MWP
8
Meriwether Wealth & Planning
Louisiana
$2.44M +$335K +9,291 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.03M -$2.74M -75,950 -57%
CFA
10
Cahill Financial Advisors
Minnesota
$1.82M -$340K -9,431 -16%
NA
11
NewEdge Advisors
Louisiana
$1.53M -$75.1K -2,082 -5%
EWA
12
Exencial Wealth Advisors
Oklahoma
$1.52M -$22.2K -616 -1%
CAG
13
Csenge Advisory Group
Florida
$1.46M +$173K +5,087 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.38M -$226K -6,279 -14%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.34M +$1.34M +37,229 New
CCC
16
Compass Capital Corp
Massachusetts
$1.04M -$184K -5,623 -15%
PFA
17
Petra Financial Advisors
Colorado
$1M -$45.9K -1,274 -4%
SWP
18
Stratos Wealth Partners
Ohio
$992K -$34.4K -955 -3%
AI
19
Atria Investments
North Carolina
$981K +$981K +27,209 New
OFS
20
OneAscent Financial Services
Alabama
$981K +$981K +27,209 New
Citadel Advisors
21
Citadel Advisors
Florida
$880K +$379K +10,502 +76%
PWM
22
Perigon Wealth Management
California
$880K -$58.3K -1,617 -6%
DE
23
Diversified Enterprises
Delaware
$614K +$614K +17,015 New
LPL Financial
24
LPL Financial
California
$519K -$8.47K -235 -2%
SA
25
Stewardship Advisors
Pennsylvania
$515K +$75.3K +2,088 +17%