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SEI QiM U.S. Large Cap Momentum Active ETF

61 hedge funds and large institutions have $838M invested in SEI QiM U.S. Large Cap Momentum Active ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $694M → $838M (+$144M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

6.58% more ownership

Funds ownership: 73.41%79.99% (+6.6%)

5% more funds holding

Funds holding: 5861 (+3)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
13
Increased
22
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$606M -$525K -11,514 -0.1%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$88.4M +$87.3M +1,916,324 +265,419%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.5M +$19.5M +428,161 +1,141%
YCG
4
Yeomans Consulting Group
Georgia
$16.9M +$16.7M +367,435 New
STB
5
S&T Bank
Pennsylvania
$15M +$675K +14,825 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M -$128K -2,811 -1%
Truist Financial
7
Truist Financial
North Carolina
$11.6M -$156K -3,420 -1%
BPA
8
Beacon Pointe Advisors
California
$11.3M -$92.9K -2,039 -0.8%
KF
9
K2 Financial
California
$4.84M -$57.9K -1,272 -1%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.54M +$58.9K +1,294 +1%
MFG
11
Merit Financial Group
Georgia
$4.34M +$72K +1,580 +2%
GRP
12
Global Retirement Partners
California
$3.08M +$3.04M +66,800 New
CAG
13
Csenge Advisory Group
Florida
$2.87M +$153K +3,354 +6%
SWM
14
Stark Wealth Management
Pennsylvania
$2.73M +$486K +10,666 +22%
NA
15
NewEdge Advisors
Louisiana
$2.34M -$29.8K -654 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.28M +$62.5K +1,373 +3%
CFA
17
Cahill Financial Advisors
Minnesota
$2.15M -$281K -6,171 -12%
EWA
18
Exencial Wealth Advisors
Oklahoma
$2.13M -$277K -6,082 -12%
AAS
19
Ameritas Advisory Services
Nebraska
$2.07M +$2.05M +44,963 New
DE
20
Diversified Enterprises
Delaware
$1.95M +$915K +20,090 +91%
MWP
21
Meriwether Wealth & Planning
Louisiana
$1.72M +$503K +11,047 +42%
UAG
22
United Advisor Group
Ohio
$1.69M +$133K +2,927 +9%
AC
23
Apella Capital
Connecticut
$1.61M +$263K +5,765 +20%
PWM
24
Perigon Wealth Management
California
$1.48M +$133K +2,917 +10%
PFA
25
Petra Financial Advisors
Colorado
$1.46M +$40.5K +889 +3%

SEIM Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) for Q4 2025, worth a combined $838M — up 21% from $694M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SEIM positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Summit Wealth Group (Colorado), adding an estimated $87.3M. The largest seller was SEI Investments, cutting an estimated $525K.

  • 61 institutional investors held SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $838M of SEI QiM U.S. Large Cap Momentum Active ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 13 funds opened new SEI QiM U.S. Large Cap Momentum Active ETF positions in Q4 2025 and 8 closed out, a net change of +5 holders.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $87.3M added.
  • The largest SEI QiM U.S. Large Cap Momentum Active ETF seller in Q4 2025 was SEI Investments, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2025.