SEIQ icon

SEI Enhanced US Large Cap Quality Factor ETF

29 hedge funds and large institutions have $235M invested in SEI Enhanced US Large Cap Quality Factor 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.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$212M -$790K -22,654 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.63M -$254K -7,296 -5%
Truist Financial
3
Truist Financial
North Carolina
$4.47M -$265K -7,586 -6%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$4.17M -$71K -2,036 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.79M +$284K +8,143 +19%
CFA
6
Cahill Financial Advisors
Minnesota
$1.25M +$314 +9 +0%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$143K +4,109 +15%
EWA
8
Exencial Wealth Advisors
Oklahoma
$865K -$64.4K -1,847 -7%
NA
9
NewEdge Advisors
Louisiana
$779K +$99.9K +2,865 +15%
CAG
10
Csenge Advisory Group
Florida
$742K +$50.4K +1,443 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$742K +$58.5K +1,678 +9%
PFA
12
Petra Financial Advisors
Colorado
$539K +$13.2K +378 +3%
PWM
13
Perigon Wealth Management
California
$516K -$13.2K -378 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$326K -$422K -12,103 -56%
LIA
15
Lynx Investment Advisory
District of Columbia
$266K +$13.8K +397 +5%
MLA
16
My Legacy Advisors
Oregon
$260K -$15.8K -453 -6%
PS
17
Principal Securities
Iowa
$157K +$7.29K +209 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$85K -$106K -3,039 -56%
CA
19
Continuum Advisory
Idaho
$52.5K -$19.8K -550 -27%
AF
20
Advisornet Financial
Minnesota
$40.6K +$23.8K +682 +142%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +361 New
EWA
22
EverSource Wealth Advisors
Alabama
$8.84K
SPIA
23
Steward Partners Investment Advisory
New York
$7.99K -$2.62K -75 -25%
Bank of America
24
Bank of America
North Carolina
$7.85K +$7.85K +225 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.32K +$7.32K +210 New