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SEI Enhanced US Large Cap Quality Factor ETF

31 hedge funds and large institutions have $225M invested in SEI Enhanced US Large Cap Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$201M +$645K +19,503 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.63M -$56.3K -1,704 -1%
Truist Financial
3
Truist Financial
North Carolina
$4.49M -$83.9K -2,540 -2%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$4.02M +$144K +4,366 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.43M +$213K +6,432 +17%
CFA
6
Cahill Financial Advisors
Minnesota
$1.19M +$7.67K +232 +0.7%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$920K +$51.2K +1,550 +6%
EWA
8
Exencial Wealth Advisors
Oklahoma
$881K -$51.1K -1,545 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$709K +$709K +21,447 New
CAG
10
Csenge Advisory Group
Florida
$654K +$74.1K +2,243 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$648K +$30.4K +921 +5%
NA
12
NewEdge Advisors
Louisiana
$644K +$644K +19,480 New
PWM
13
Perigon Wealth Management
California
$501K -$13.7K -413 -3%
PFA
14
Petra Financial Advisors
Colorado
$498K +$210K +6,356 +73%
SWP
15
Stratos Wealth Partners
Ohio
$473K +$12.3K +371 +3%
UAG
16
United Advisor Group
Ohio
$350K -$124K -3,744 -26%
FAM
17
Formidable Asset Management
Ohio
$277K +$277K +8,380 New
MLA
18
My Legacy Advisors
Oregon
$261K -$14.7K -446 -5%
LIA
19
Lynx Investment Advisory
District of Columbia
$239K +$239K +7,234 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$181K +$30.8K +932 +21%
PS
21
Principal Securities
Iowa
$142K +$26.4K +799 +23%
CA
22
Continuum Advisory
Idaho
$66.5K -$826 -25 -1%
AF
23
Advisornet Financial
Minnesota
$15.9K
SPIA
24
Steward Partners Investment Advisory
New York
$10K +$10K +304 New
EWA
25
EverSource Wealth Advisors
Alabama
$8.46K