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SEI Enhanced US Large Cap Quality Factor ETF

40 hedge funds and large institutions have $240M invested in SEI Enhanced US Large Cap Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+11
Holders Change %
+37.93%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$209M -$3.26M -93,194 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.5M -$139K -3,988 -3%
Truist Financial
3
Truist Financial
North Carolina
$4.32M -$164K -4,697 -4%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$4.09M -$86.4K -2,472 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.56M +$758K +21,693 +42%
MWP
6
Meriwether Wealth & Planning
Louisiana
$1.97M +$1.97M +56,249 New
KF
7
K2 Financial
California
$1.49M +$1.49M +43,541 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$129K +3,702 +12%
AWS
9
Atria Wealth Solutions
New York
$1.21M +$1.21M +34,732 New
CFA
10
Cahill Financial Advisors
Minnesota
$1.12M -$131K -3,735 -10%
NA
11
NewEdge Advisors
Louisiana
$871K +$89.9K +2,572 +12%
EWA
12
Exencial Wealth Advisors
Oklahoma
$818K -$48.5K -1,388 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$768K +$24.7K +707 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$741K +$415K +11,868 +127%
CAG
15
Csenge Advisory Group
Florida
$737K -$4.54K -130 -0.6%
GWM
16
Geneos Wealth Management
Colorado
$558K +$558K +15,972 New
CCC
17
Compass Capital Corp
Massachusetts
$554K +$554K +15,855 New
SWP
18
Stratos Wealth Partners
Ohio
$548K +$548K +15,680 New
PFA
19
Petra Financial Advisors
Colorado
$545K +$5.49K +157 +1%
PWM
20
Perigon Wealth Management
California
$509K -$6.35K -182 -1%
PAG
21
Private Advisor Group
New Jersey
$357K +$357K +10,228 New
LIA
22
Lynx Investment Advisory
District of Columbia
$272K +$4.93K +141 +2%
MLA
23
My Legacy Advisors
Oregon
$260K -$70 -2 -0%
LPL Financial
24
LPL Financial
California
$245K +$245K +7,026 New
SA
25
Stewardship Advisors
Pennsylvania
$237K +$237K +6,792 New