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SEI Enhanced US Large Cap Momentum Factor ETF

52 hedge funds and large institutions have $529M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
22
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$453M +$4.33M +102,597 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.82M -$158K -3,752 -2%
Truist Financial
3
Truist Financial
North Carolina
$9.3M -$154K -3,656 -2%
STB
4
S&T Bank
Pennsylvania
$7.6M +$7.18M +170,417 +1,716%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.42M +$6.42M +152,392 New
GWM
6
Geneos Wealth Management
Colorado
$3.9M -$5.21M -123,465 -57%
KF
7
K2 Financial
California
$3.58M -$125K -2,959 -3%
OFS
8
OneAscent Financial Services
Alabama
$3.28M +$2.14M +50,681 +186%
AI
9
Atria Investments
North Carolina
$3.23M +$2.09M +49,507 +182%
MFG
10
Merit Financial Group
Georgia
$3.05M +$111K +2,632 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$133K +3,146 +5%
CFA
12
Cahill Financial Advisors
Minnesota
$1.91M -$213K -5,059 -10%
NA
13
NewEdge Advisors
Louisiana
$1.82M +$32.3K +765 +2%
CAG
14
Csenge Advisory Group
Florida
$1.76M +$54.1K +1,360 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.71M +$95.2K +2,257 +6%
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.68M -$92.6K -2,196 -5%
CCC
17
Compass Capital Corp
Massachusetts
$1.25M -$142K -3,258 -10%
UAG
18
United Advisor Group
Ohio
$1.22M +$786K +18,655 +182%
PFA
19
Petra Financial Advisors
Colorado
$1.19M +$18.4K +436 +2%
SWM
20
Stark Wealth Management
Pennsylvania
$1.13M +$1.13M +26,804 New
PWM
21
Perigon Wealth Management
California
$1.03M +$126 +3 +0%
DE
22
Diversified Enterprises
Delaware
$835K +$118K +2,799 +16%
UBS Group
23
UBS Group
Switzerland
$753K +$307K +7,270 +69%
LPL Financial
24
LPL Financial
California
$636K +$29.5K +700 +5%
SA
25
Stewardship Advisors
Pennsylvania
$620K +$16.9K +402 +3%