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SEI QiM U.S. Large Cap Quality Active ETF

43 hedge funds and large institutions have $236M invested in SEI QiM U.S. Large Cap Quality Active 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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 4143 (+2)

2% less capital invested

Capital invested by funds: $241M → $236M (-$4.49M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

5.65% less ownership

Funds ownership: 90.39%84.74% (-5.7%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% 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
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$206M -$3.06M -86,566 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.3M -$202K -5,720 -4%
GWM
3
Geneos Wealth Management
Colorado
$4.15M +$3.63M +102,748 +643%
Truist Financial
4
Truist Financial
North Carolina
$4.08M -$235K -6,653 -5%
MWP
5
Meriwether Wealth & Planning
Louisiana
$2.46M +$502K +14,195 +25%
KF
6
K2 Financial
California
$1.53M +$114K +3,225 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.45M -$1.11M -31,526 -43%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$77K +2,178 +6%
MFG
9
Merit Financial Group
Georgia
$1.24M +$1.25M +35,501 New
CFA
10
Cahill Financial Advisors
Minnesota
$979K -$146K -4,134 -13%
NA
11
NewEdge Advisors
Louisiana
$824K -$46.9K -1,328 -5%
EWA
12
Exencial Wealth Advisors
Oklahoma
$809K -$8.34K -236 -1%
CAG
13
Csenge Advisory Group
Florida
$756K +$52.4K +1,484 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$740K -$28.5K -806 -4%
MGWM
15
Marks Group Wealth Management
Minnesota
$706K +$714K +20,218 New
WA
16
WPG Advisers
Maryland
$585K +$467K +13,220 +375%
SWP
17
Stratos Wealth Partners
Ohio
$539K -$9.05K -256 -2%
PFA
18
Petra Financial Advisors
Colorado
$535K -$10.6K -300 -2%
CCC
19
Compass Capital Corp
Massachusetts
$506K -$11.7K -331 -2%
PWM
20
Perigon Wealth Management
California
$466K -$44.6K -1,261 -9%
DE
21
Diversified Enterprises
Delaware
$327K +$331K +9,363 New
SA
22
Stewardship Advisors
Pennsylvania
$274K +$37.7K +1,067 +16%
CA
23
Calton & Associates
Florida
$272K +$275K +7,792 New
LIA
24
Lynx Investment Advisory
District of Columbia
$265K -$6.4K -181 -2%
MLA
25
My Legacy Advisors
Oregon
$259K -$1.06K -30 -0.4%

SEIQ Hedge Fund Activity: Q1 2025 in Review

43 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q1 2025, worth a combined $236M — down 1.9% from $241M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEIQ positions and 8 closed out — a net gain of 3 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $3.63M. The largest seller was SEI Investments, cutting an estimated $3.06M.

  • 43 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q1 2025, up from 41 in Q4 2024.
  • Funds reported $236M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 11 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q1 2025 and 8 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $3.63M added.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q1 2025 was SEI Investments, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2025.