SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
29 hedge funds and large institutions have $235M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
4% more capital invested
Capital invested by funds: $225M → $235M (+$9.92M)
1.38% less ownership
Funds ownership: 95.08% → 93.7% (-1.4%)
6% less funds holding
Funds holding: 31 → 29 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$274K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$138K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$96.4K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$56.5K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$48.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$763K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$473K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$407K |
| 4 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$350K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Cape Investment Advisory
Mcdonough,
Georgia
| $6.42K | +$1.18K | +35 | +23% |
|
27
UBS Group
Zurich,
Switzerland
| $6.35K | +$3.1K | +92 | +102% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $3.9K | – | – | – |
|
29
Morgan Stanley
New York
| $35 | – | – | – |
|
|
SWP
30
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$473K | -14,325 | Closed |
|
|
UAG
31
United Advisor Group
Cincinnati,
Ohio
| – | -$350K | -10,576 | Closed |
|
|
FAM
32
Formidable Asset Management
Cincinnati,
Ohio
| – | -$277K | -8,380 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$1.88K | -57 | Closed |
|
SEIQ Hedge Fund Activity: Q3 2024 in Review
29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q3 2024, worth a combined $235M — up 4.4% from $225M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SEIQ and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Osaic Holdings, adding an estimated $274K. The largest seller was SEI Investments, cutting an estimated $763K.
- 29 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q3 2024, down from 31 in Q2 2024.
- Funds reported $235M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
- 3 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
- The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q3 2024 was Osaic Holdings, an estimated $274K added.
- The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q3 2024 was SEI Investments, an estimated $763K sold.
Based on aggregated 13F filings for Q3 2024.