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SEI QiM U.S. Large Cap Quality Active ETF

45 hedge funds and large institutions have $262M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $236M → $262M (+$25.4M)

5% more funds holding

Funds holding: 4345 (+2)

6.05% less ownership

Funds ownership: 84.74%78.69% (-6.1%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
20
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$220M +$462K +13,067 +0.2%
BIG
2
Brookwood Investment Group
Arizona
$4.95M +$4.7M +133,051 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.57M -$11.7K -330 -0.3%
Truist Financial
4
Truist Financial
North Carolina
$4.34M -$10.8K -305 -0.3%
MWP
5
Meriwether Wealth & Planning
Louisiana
$4.03M +$1.34M +37,900 +54%
STB
6
S&T Bank
Pennsylvania
$3.75M +$3.37M +95,435 +1,781%
SWGC
7
Summit Wealth Group (Colorado)
Colorado
$3.24M +$3.08M +87,246 New
GWM
8
Geneos Wealth Management
Colorado
$1.88M -$2.4M -68,025 -57%
KF
9
K2 Financial
California
$1.73M +$7.64K +216 +0.5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$159K +4,486 +12%
MFG
11
Merit Financial Group
Georgia
$1.46M +$135K +3,831 +11%
CFA
12
Cahill Financial Advisors
Minnesota
$921K -$116K -3,271 -12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$911K +$117K +3,314 +16%
CAG
14
Csenge Advisory Group
Florida
$887K +$63.7K +1,802 +8%
NA
15
NewEdge Advisors
Louisiana
$883K +$5.62K +159 +0.7%
EWA
16
Exencial Wealth Advisors
Oklahoma
$811K -$48.6K -1,375 -6%
SWM
17
Stark Wealth Management
Pennsylvania
$655K +$622K +17,608 New
WA
18
WPG Advisers
Maryland
$620K -$2.44K -69 -0.4%
UAG
19
United Advisor Group
Ohio
$589K +$560K +15,854 New
PFA
20
Petra Financial Advisors
Colorado
$568K -$778 -22 -0.1%
PWM
21
Perigon Wealth Management
California
$507K +$9.9K +280 +2%
UBS Group
22
UBS Group
Switzerland
$424K +$157K +4,451 +64%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$412K +$391K +11,073 New
DE
24
Diversified Enterprises
Delaware
$405K +$53.7K +1,520 +16%
SA
25
Stewardship Advisors
Pennsylvania
$298K +$5.05K +143 +2%

SEIQ Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q2 2025, worth a combined $262M — up 11% from $236M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEIQ positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $4.7M. The largest seller was Geneos Wealth Management, cutting an estimated $2.4M.

  • 45 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $262M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 8 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q2 2025 was Brookwood Investment Group, an estimated $4.7M added.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2025.