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SEI Enhanced US Large Cap Momentum Factor ETF

60 hedge funds and large institutions have $837M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$606M
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$88.4M
Osaic Holdings
3
Osaic Holdings
Arizona
$21.5M
YCG
4
Yeomans Consulting Group
Georgia
$16.9M
STB
5
S&T Bank
Pennsylvania
$15M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M
Truist Financial
7
Truist Financial
North Carolina
$11.6M
BPA
8
Beacon Pointe Advisors
California
$11.3M
KF
9
K2 Financial
California
$4.84M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.54M
MFG
11
Merit Financial Group
Georgia
$4.34M
GRP
12
Global Retirement Partners
California
$3.08M
CAG
13
Csenge Advisory Group
Florida
$2.87M
SWM
14
Stark Wealth Management
Pennsylvania
$2.73M
NA
15
NewEdge Advisors
Louisiana
$2.34M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.28M
CFA
17
Cahill Financial Advisors
Minnesota
$2.15M
EWA
18
Exencial Wealth Advisors
Oklahoma
$2.13M
AAS
19
Ameritas Advisory Services
Nebraska
$2.07M
DE
20
Diversified Enterprises
Delaware
$1.95M
MWP
21
Meriwether Wealth & Planning
Louisiana
$1.72M
UAG
22
United Advisor Group
Ohio
$1.69M
AC
23
Apella Capital
Connecticut
$1.61M
PWM
24
Perigon Wealth Management
California
$1.48M
PFA
25
Petra Financial Advisors
Colorado
$1.46M