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SEI Enhanced US Large Cap Quality Factor ETF
SEIQ

Overview Fund Activity

26 hedge funds and large institutions have $216M invested in SEI Enhanced US Large Cap Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+20
Holders Change %
+333.33%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$195M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.57M
3
Truist Financial
Truist Financial
North Carolina
$4.45M
4
HPFG
Hart & Patterson Financial Group
Massachusetts
$3.77M
5
CFA
Cahill Financial Advisors
Minnesota
$1.15M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
2
EWA
EverSource Wealth Advisors
Alabama
$7.72K
3
Morgan Stanley
Morgan Stanley
New York
$32
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$195M +$195M +6,074,886 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.57M +$4.57M +141,895 New
Truist Financial
3
Truist Financial
North Carolina
$4.45M +$4.45M +138,396 New
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$3.77M +$3.77M +117,253 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M +$3.38K +105 +0.3%
CFA
6
Cahill Financial Advisors
Minnesota
$1.15M +$1.15M +35,676 New
EWA
7
Exencial Wealth Advisors
Oklahoma
$907K +$907K +28,197 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$846K +$846K +26,283 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$601K +$601K +18,680 New
CAG
10
Csenge Advisory Group
Florida
$564K +$564K +17,543 New
PWM
11
Perigon Wealth Management
California
$501K +$501K +15,577 New
UAG
12
United Advisor Group
Ohio
$461K +$461K +14,320 New
SWP
13
Stratos Wealth Partners
Ohio
$449K +$449K +13,954 New
LPL Financial
14
LPL Financial
California
$335K +$335K +10,404 New
MLA
15
My Legacy Advisors
Oregon
$269K +$269K +8,346 New
PFA
16
Petra Financial Advisors
Colorado
$265K – – –
MA
17
MONECO Advisors
Connecticut
$209K +$209K +6,495 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$146K +$121K +3,771 +492%
PS
19
Principal Securities
Iowa
$113K +$113K +3,499 New
CA
20
Continuum Advisory
Idaho
$64.6K +$64.6K +2,037 New
AF
21
Advisornet Financial
Minnesota
$15.5K +$15.5K +481 New
EWA
22
EverSource Wealth Advisors
Alabama
$7.72K -$4.24K -139 -35%
UBS Group
23
UBS Group
Switzerland
$6.47K +$6.47K +201 New
CIA
24
Cape Investment Advisory
Georgia
$4.79K +$4.79K +149 New
IA
25
IFP Advisors
Florida
$3.6K +$3.6K +112 New
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