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SEI QiM U.S. Large Cap Momentum Active ETF

50 hedge funds and large institutions have $443M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 4850 (+2)

5.27% less ownership

Funds ownership: 91.56%86.3% (-5.3%)

9% less capital invested

Capital invested by funds: $486M → $443M (-$43.2M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$383M -$9.97M -256,818 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.53M -$716K -18,462 -7%
Truist Financial
3
Truist Financial
North Carolina
$8.09M -$774K -19,942 -8%
GWM
4
Geneos Wealth Management
Colorado
$7.79M +$7.24M +186,580 +634%
KF
5
K2 Financial
California
$2.9M +$388K +10,005 +13%
MFG
6
Merit Financial Group
Georgia
$2.51M +$2.7M +69,694 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$160K +4,111 +6%
MWP
8
Meriwether Wealth & Planning
Louisiana
$2.44M +$361K +9,291 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.03M -$2.95M -75,950 -57%
CFA
10
Cahill Financial Advisors
Minnesota
$1.82M -$366K -9,431 -16%
NA
11
NewEdge Advisors
Louisiana
$1.53M -$80.8K -2,082 -5%
EWA
12
Exencial Wealth Advisors
Oklahoma
$1.52M -$23.9K -616 -1%
CAG
13
Csenge Advisory Group
Florida
$1.46M +$197K +5,087 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.38M -$244K -6,279 -14%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.34M +$1.44M +37,229 New
CCC
16
Compass Capital Corp
Massachusetts
$1.04M -$218K -5,623 -15%
PFA
17
Petra Financial Advisors
Colorado
$1M -$49.4K -1,274 -4%
SWP
18
Stratos Wealth Partners
Ohio
$992K -$37.1K -955 -3%
AI
19
Atria Investments
North Carolina
$981K +$1.06M +27,209 New
OFS
20
OneAscent Financial Services
Alabama
$981K +$1.06M +27,209 New
Citadel Advisors
21
Citadel Advisors
Florida
$880K +$408K +10,502 +76%
PWM
22
Perigon Wealth Management
California
$880K -$62.8K -1,617 -6%
DE
23
Diversified Enterprises
Delaware
$614K +$660K +17,015 New
LPL Financial
24
LPL Financial
California
$519K -$9.12K -235 -2%
SA
25
Stewardship Advisors
Pennsylvania
$515K +$81K +2,088 +17%

SEIM Hedge Fund Activity: Q1 2025 in Review

50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q1 2025, worth a combined $443M — down 8.9% from $486M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIM positions and 10 closed out — a net gain of 3 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $7.24M. The largest seller was SEI Investments, cutting an estimated $9.97M.

  • 50 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $443M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q1 2025 and 10 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $7.24M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q1 2025 was SEI Investments, an estimated $9.97M sold.

Based on aggregated 13F filings for Q1 2025.