We are live on ! Find out more
SEIQ icon

SEI QiM U.S. Large Cap Quality Active ETF

41 hedge funds and large institutions have $241M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

41% more funds holding

Funds holding: 2941 (+12)

3% more capital invested

Capital invested by funds: $235M → $241M (+$6.36M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3.3% less ownership

Funds ownership: 93.7%90.39% (-3.3%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$209M -$3.31M -93,194 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.5M -$142K -3,988 -3%
Truist Financial
3
Truist Financial
North Carolina
$4.32M -$167K -4,697 -4%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$4.09M -$87.9K -2,472 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M +$771K +21,693 +42%
MWP
6
Meriwether Wealth & Planning
Louisiana
$1.97M +$2M +56,249 New
KF
7
K2 Financial
California
$1.49M +$1.55M +43,541 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$132K +3,702 +12%
AWS
9
Atria Wealth Solutions
New York
$1.21M +$1.24M +34,732 New
CFA
10
Cahill Financial Advisors
Minnesota
$1.12M -$133K -3,735 -10%
NA
11
NewEdge Advisors
Louisiana
$871K +$91.5K +2,572 +12%
EWA
12
Exencial Wealth Advisors
Oklahoma
$818K -$49.4K -1,388 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$768K +$25.1K +707 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$741K +$422K +11,868 +127%
CAG
15
Csenge Advisory Group
Florida
$737K -$4.62K -130 -0.6%
SWM
16
Stark Wealth Management
Pennsylvania
$645K +$656K +18,454 New
GWM
17
Geneos Wealth Management
Colorado
$558K +$568K +15,972 New
CCC
18
Compass Capital Corp
Massachusetts
$554K +$564K +15,855 New
SWP
19
Stratos Wealth Partners
Ohio
$548K +$558K +15,680 New
PFA
20
Petra Financial Advisors
Colorado
$545K +$5.58K +157 +1%
PWM
21
Perigon Wealth Management
California
$509K -$6.47K -182 -1%
PAG
22
Private Advisor Group
New Jersey
$357K +$364K +10,228 New
LIA
23
Lynx Investment Advisory
District of Columbia
$272K +$5.01K +141 +2%
MLA
24
My Legacy Advisors
Oregon
$260K -$71 -2 -0%
LPL Financial
25
LPL Financial
California
$245K +$250K +7,026 New

SEIQ Hedge Fund Activity: Q4 2024 in Review

41 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q4 2024, worth a combined $241M — up 2.7% from $235M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SEIQ positions and 2 closed out — a net gain of 12 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $1.24M. The largest seller was SEI Investments, cutting an estimated $3.31M.

  • 41 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $241M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 14 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q4 2024 was Atria Wealth Solutions, an estimated $1.24M added.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q4 2024 was SEI Investments, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2024.