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SEI QiM U.S. Large Cap Quality Active ETF

47 hedge funds and large institutions have $408M invested in SEI QiM U.S. Large Cap Quality Active ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

1% less capital invested

Capital invested by funds: $410M → $408M (-$2.13M)

6.07% less ownership

Funds ownership: 80.53%74.46% (-6.1%)

10% less funds holding

Funds holding: 5247 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
28
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$299M +$23.5M +613,643 +8%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$52.8M +$12.2M +317,745 +28%
STB
3
S&T Bank
Pennsylvania
$7.95M +$1M +26,245 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.86M +$63.5K +1,660 +1%
Truist Financial
5
Truist Financial
North Carolina
$5.55M +$76.8K +2,008 +1%
BPA
6
Beacon Pointe Advisors
California
$5.38M +$282K +7,377 +5%
MFG
7
Merit Financial Group
Georgia
$5.33M +$3.51M +91,851 +168%
MWP
8
Meriwether Wealth & Planning
Louisiana
$4.68M +$299K +7,819 +6%
KF
9
K2 Financial
California
$2.48M +$170K +4,433 +7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$162K -4,224 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.34M +$245K +6,400 +21%
CAG
12
Csenge Advisory Group
Florida
$1.32M +$15.5K +404 +1%
NA
13
NewEdge Advisors
Louisiana
$1.13M +$83.6K +2,185 +8%
EWA
14
Exencial Wealth Advisors
Oklahoma
$1.06M +$98.2K +2,566 +10%
AAS
15
Ameritas Advisory Services
Nebraska
$996K +$54.4K +1,421 +5%
DE
16
Diversified Enterprises
Delaware
$917K +$28.7K +749 +3%
UAG
17
United Advisor Group
Ohio
$851K +$80.1K +2,094 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$832K -$9.34M -243,959 -91%
CCC
19
Compass Capital Corp
Massachusetts
$819K +$165K +4,322 +26%
AC
20
Apella Capital
Connecticut
$808K +$21.5K +562 +3%
PWM
21
Perigon Wealth Management
California
$754K +$80.1K +2,094 +11%
CFA
22
Cahill Financial Advisors
Minnesota
$741K -$243K -6,341 -24%
WA
23
WPG Advisers
Maryland
$613K -$6.93K -181 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$550K +$341K +8,912 +144%
SA
25
Stewardship Advisors
Pennsylvania
$481K +$45.5K +1,190 +10%