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SEI Enhanced US Large Cap Quality Factor ETF

43 hedge funds and large institutions have $236M invested in SEI Enhanced US Large Cap Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$206M -$3.02M -86,566 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.3M -$200K -5,720 -4%
GWM
3
Geneos Wealth Management
Colorado
$4.15M +$3.59M +102,748 +643%
Truist Financial
4
Truist Financial
North Carolina
$4.08M -$232K -6,653 -5%
MWP
5
Meriwether Wealth & Planning
Louisiana
$2.46M +$496K +14,195 +25%
KF
6
K2 Financial
California
$1.53M +$106K +3,225 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.45M -$1.1M -31,526 -43%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$76.1K +2,178 +6%
MFG
9
Merit Financial Group
Georgia
$1.24M +$1.24M +35,501 New
CFA
10
Cahill Financial Advisors
Minnesota
$979K -$144K -4,134 -13%
NA
11
NewEdge Advisors
Louisiana
$824K -$46.4K -1,328 -5%
EWA
12
Exencial Wealth Advisors
Oklahoma
$809K -$8.24K -236 -1%
CAG
13
Csenge Advisory Group
Florida
$756K +$49.7K +1,484 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$740K -$28.2K -806 -4%
MGWM
15
Marks Group Wealth Management
Minnesota
$706K +$706K +20,218 New
WA
16
WPG Advisers
Maryland
$585K +$462K +13,220 +375%
SWP
17
Stratos Wealth Partners
Ohio
$539K -$8.94K -256 -2%
PFA
18
Petra Financial Advisors
Colorado
$535K -$10.5K -300 -2%
CCC
19
Compass Capital Corp
Massachusetts
$506K -$10.8K -331 -2%
PWM
20
Perigon Wealth Management
California
$466K -$44K -1,261 -9%
DE
21
Diversified Enterprises
Delaware
$327K +$327K +9,363 New
SA
22
Stewardship Advisors
Pennsylvania
$274K +$37.3K +1,067 +16%
CA
23
Calton & Associates
Florida
$272K +$272K +7,792 New
LIA
24
Lynx Investment Advisory
District of Columbia
$265K -$6.32K -181 -2%
MLA
25
My Legacy Advisors
Oregon
$259K -$1.05K -30 -0.4%