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SEI QiM U.S. Large Cap Momentum Active ETF

58 hedge funds and large institutions have $694M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more capital invested

Capital invested by funds: $529M → $694M (+$165M)

12% more funds holding

Funds holding: 5258 (+6)

7.57% less ownership

Funds ownership: 80.98%73.41% (-7.6%)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
34
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$597M +$105M +2,415,116 +22%
STB
2
S&T Bank
Pennsylvania
$14.1M +$5.63M +129,784 +72%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.2M +$1.57M +36,097 +16%
Truist Financial
4
Truist Financial
North Carolina
$11.5M +$1.46M +33,696 +15%
BPA
5
Beacon Pointe Advisors
California
$11.2M +$10.7M +245,958 New
KF
6
K2 Financial
California
$4.68M +$844K +19,445 +23%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.25M +$971K +22,373 +31%
MFG
8
Merit Financial Group
Georgia
$4.2M +$872K +20,077 +28%
CAG
9
Csenge Advisory Group
Florida
$2.67M +$628K +14,462 +33%
CFA
10
Cahill Financial Advisors
Minnesota
$2.4M +$323K +7,430 +16%
EWA
11
Exencial Wealth Advisors
Oklahoma
$2.37M +$538K +12,395 +31%
NA
12
NewEdge Advisors
Louisiana
$2.33M +$351K +8,075 +19%
SWM
13
Stark Wealth Management
Pennsylvania
$2.21M +$947K +21,816 +81%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.19M +$330K +7,598 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.69M +$1.08M +24,802 +195%
UAG
16
United Advisor Group
Ohio
$1.53M +$210K +4,836 +17%
PFA
17
Petra Financial Advisors
Colorado
$1.39M +$110K +2,527 +9%
PWM
18
Perigon Wealth Management
California
$1.33M +$211K +4,860 +20%
CCC
19
Compass Capital Corp
Massachusetts
$1.31M
AC
20
Apella Capital
Connecticut
$1.31M +$1.27M +29,232 New
MWP
21
Meriwether Wealth & Planning
Louisiana
$1.19M +$505K +11,636 +80%
DE
22
Diversified Enterprises
Delaware
$1M +$99.2K +2,284 +12%
SA
23
Stewardship Advisors
Pennsylvania
$929K +$250K +5,761 +39%
SWP
24
Stratos Wealth Partners
Ohio
$798K +$763K +17,586 New
LIA
25
Lynx Investment Advisory
District of Columbia
$775K +$127K +2,914 +21%

SEIM Hedge Fund Activity: Q3 2025 in Review

58 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q3 2025, worth a combined $694M — up 31% from $529M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEIM positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was SEI Investments, adding an estimated $105M. The largest seller was Summit Wealth Group (Colorado), cutting an estimated $6.58M.

  • 58 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q3 2025, up from 52 in Q2 2025.
  • Funds reported $694M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q3 2025, up 31% quarter-over-quarter.
  • 12 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q3 2025 was SEI Investments, an estimated $105M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2025.