SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
6 hedge funds and large institutions have $1.43M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
45% more capital invested
Capital invested by funds: $982K → $1.43M (+$444K)
1.36% more ownership
Funds ownership: 5.92% → 7.28% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$287K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18.3K |
| 4 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
+$12.6K |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$58 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$829 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.11M | +$287K | +9,963 | +37% |
|
|
PFA
2
Petra Financial Advisors
Colorado Srpings,
Colorado
| $265K | +$12.6K | +437 | +5% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | +$22K | +766 | New |
|
|
4
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19.3K | +$18.3K | +635 | New |
|
|
EWA
5
EverSource Wealth Advisors
Birmingham,
Alabama
| $11.9K | +$58 | +2 | +0.5% |
|
6
Morgan Stanley
New York
| $60 | +$58 | +2 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$829 | -30 | Closed |
|
SEIQ Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q4 2023, worth a combined $1.43M — up 45% from $982K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SEIQ positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $287K. The largest seller was UBS Group, exiting entirely with an estimated $829 sold.
- 6 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $1.43M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 3 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q4 2023 was Osaic Holdings, an estimated $287K added.
- The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q4 2023 was UBS Group, an estimated $829 sold.
Based on aggregated 13F filings for Q4 2023.