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SEI Enhanced US Large Cap Momentum Factor ETF

56 hedge funds and large institutions have $847M invested in SEI Enhanced US Large Cap Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$614M
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$110M
MFG
3
Merit Financial Group
Georgia
$26.2M
STB
4
S&T Bank
Pennsylvania
$16.7M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.2M
Truist Financial
6
Truist Financial
North Carolina
$11.5M
BPA
7
Beacon Pointe Advisors
California
$11.1M
KF
8
K2 Financial
California
$5.32M
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$3.93M
CAG
10
Csenge Advisory Group
Florida
$2.7M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M
EWA
12
Exencial Wealth Advisors
Oklahoma
$2.18M
MWP
13
Meriwether Wealth & Planning
Louisiana
$2.17M
AAS
14
Ameritas Advisory Services
Nebraska
$2.05M
DE
15
Diversified Enterprises
Delaware
$1.89M
CCC
16
Compass Capital Corp
Massachusetts
$1.77M
UAG
17
United Advisor Group
Ohio
$1.75M
AC
18
Apella Capital
Connecticut
$1.73M
CFA
19
Cahill Financial Advisors
Minnesota
$1.62M
Osaic Holdings
20
Osaic Holdings
Arizona
$1.59M
PWM
21
Perigon Wealth Management
California
$1.53M
LPL Financial
22
LPL Financial
California
$1M
SA
23
Stewardship Advisors
Pennsylvania
$1M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$930K
CWRP
25
Cassady Wealth & Retirement Planning
Nevada
$925K