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SEI QiM U.S. Large Cap Quality Active ETF

52 hedge funds and large institutions have $410M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $347M → $410M (+$62.8M)

6% more funds holding

Funds holding: 4952 (+3)

4.99% more ownership

Funds ownership: 75.55%80.53% (+5%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
20
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$296M +$5.91M +153,530 +2%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$44.1M +$43.6M +1,133,245 New
Osaic Holdings
3
Osaic Holdings
Arizona
$10.4M +$9.37M +243,310 +1,037%
STB
4
S&T Bank
Pennsylvania
$7.48M +$431K +11,194 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.2M -$40.5K -1,053 -0.7%
Truist Financial
6
Truist Financial
North Carolina
$5.86M -$54.9K -1,426 -0.9%
BPA
7
Beacon Pointe Advisors
California
$5.46M +$44.1K +1,146 +0.8%
MWP
8
Meriwether Wealth & Planning
Louisiana
$4.7M +$264K +6,864 +6%
YCG
9
Yeomans Consulting Group
Georgia
$4.25M +$4.21M +109,229 New
KF
10
K2 Financial
California
$2.33M +$22.7K +589 +1%
MFG
11
Merit Financial Group
Georgia
$2.12M +$78.3K +2,035 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$48.1K -1,249 -2%
SWM
13
Stark Wealth Management
Pennsylvania
$1.57M +$269K +6,997 +21%
GRP
14
Global Retirement Partners
California
$1.48M +$1.47M +38,140 New
CAG
15
Csenge Advisory Group
Florida
$1.4M +$101K +2,621 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.19M +$28.9K +751 +3%
NA
17
NewEdge Advisors
Louisiana
$1.12M +$8.43K +219 +0.8%
CFA
18
Cahill Financial Advisors
Minnesota
$1.04M -$125K -3,249 -11%
EWA
19
Exencial Wealth Advisors
Oklahoma
$1.03M -$121K -3,143 -11%
AAS
20
Ameritas Advisory Services
Nebraska
$1.01M +$999K +25,937 New
DE
21
Diversified Enterprises
Delaware
$951K +$459K +11,914 +95%
UAG
22
United Advisor Group
Ohio
$829K +$84.4K +2,193 +11%
AC
23
Apella Capital
Connecticut
$792K +$143K +3,719 +22%
PWM
24
Perigon Wealth Management
California
$725K +$79.2K +2,058 +12%
PFA
25
Petra Financial Advisors
Colorado
$697K +$34.3K +891 +5%

SEIQ Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) for Q4 2025, worth a combined $410M — up 18% from $347M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEIQ positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $43.6M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $7.5M sold.

  • 52 institutional investors held SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) as of Q4 2025, up from 49 in Q3 2025.
  • Funds reported $410M of SEI QiM U.S. Large Cap Quality Active ETF stock for Q4 2025, up 18% quarter-over-quarter.
  • 11 funds opened new SEI QiM U.S. Large Cap Quality Active ETF positions in Q4 2025 and 7 closed out, a net change of +4 holders.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $43.6M added.
  • The largest SEI QiM U.S. Large Cap Quality Active ETF seller in Q4 2025 was Brookwood Investment Group, an estimated $7.5M sold.

Based on aggregated 13F filings for Q4 2025.