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SEI QiM U.S. Large Cap Momentum Active ETF

52 hedge funds and large institutions have $529M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $443M → $529M (+$86.1M)

4% more funds holding

Funds holding: 5052 (+2)

5.32% less ownership

Funds ownership: 86.3%80.98% (-5.3%)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
23
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$453M +$3.9M +102,597 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.82M -$142K -3,752 -2%
Truist Financial
3
Truist Financial
North Carolina
$9.3M -$139K -3,656 -2%
STB
4
S&T Bank
Pennsylvania
$7.6M +$6.47M +170,417 +1,716%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.42M +$5.79M +152,392 New
GWM
6
Geneos Wealth Management
Colorado
$3.9M -$4.69M -123,465 -57%
KF
7
K2 Financial
California
$3.58M -$112K -2,959 -3%
OFS
8
OneAscent Financial Services
Alabama
$3.28M +$1.92M +50,681 +186%
AI
9
Atria Investments
North Carolina
$3.23M +$1.88M +49,507 +182%
MFG
10
Merit Financial Group
Georgia
$3.05M +$99.9K +2,632 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$119K +3,146 +5%
CFA
12
Cahill Financial Advisors
Minnesota
$1.91M -$192K -5,059 -10%
NA
13
NewEdge Advisors
Louisiana
$1.82M +$29K +765 +2%
CAG
14
Csenge Advisory Group
Florida
$1.76M +$51.6K +1,360 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.71M +$85.7K +2,257 +6%
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.68M -$83.4K -2,196 -5%
CCC
17
Compass Capital Corp
Massachusetts
$1.25M -$124K -3,258 -10%
UAG
18
United Advisor Group
Ohio
$1.22M +$708K +18,655 +182%
PFA
19
Petra Financial Advisors
Colorado
$1.19M +$16.6K +436 +2%
SWM
20
Stark Wealth Management
Pennsylvania
$1.13M +$551K +14,520 +118%
PWM
21
Perigon Wealth Management
California
$1.03M +$114 +3 +0%
DE
22
Diversified Enterprises
Delaware
$835K +$106K +2,799 +16%
UBS Group
23
UBS Group
Switzerland
$753K +$276K +7,270 +69%
LPL Financial
24
LPL Financial
California
$636K +$26.6K +700 +5%
SA
25
Stewardship Advisors
Pennsylvania
$620K +$15.3K +402 +3%

SEIM Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q2 2025, worth a combined $529M — up 19% from $443M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEIM positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was S&T Bank, adding an estimated $6.47M. The largest seller was Geneos Wealth Management, cutting an estimated $4.69M.

  • 52 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $529M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 8 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q2 2025 was S&T Bank, an estimated $6.47M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $4.69M sold.

Based on aggregated 13F filings for Q2 2025.