SEI Select Small Cap ETF
SEIS
29 hedge funds and large institutions have $27.6M invested in SEI Select Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
25% more capital invested
Capital invested by funds: $22.1M → $27.6M (+$5.46M)
16% more funds holding
Funds holding: 25 → 29 (+4)
0.01% less ownership
Funds ownership: 8.29% → 8.28% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STB
S&T Bank
Indiana,
Pennsylvania
|
+$3.66M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.64M |
| 3 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
+$1.56M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$650K |
| 5 |
SWM
Stark Wealth Management
Bethlehem,
Pennsylvania
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$2.71M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$627K |
| 3 |
AR
Apeiron RIA
Dallas,
Texas
|
-$317K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$270K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $7.24K | +$6.96K | +259 | New |
|
27
AssetMark Inc
Concord,
California
| $5.25K | +$2.69K | +100 | +114% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $2.79K | +$2.69K | +100 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $922 | +$887 | +33 | New |
|
|
SWGC
30
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| – | -$2.71M | -105,565 | Closed |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| – | -$627K | -24,477 | Closed |
|
|
HIS
32
Harvest Investment Services
Oakbrook Terrace,
Illinois
| – | -$222K | -8,667 | Closed |
|
|
RFG
33
REAP Financial Group
Austin,
Texas
| – | -$7.95K | -310 | Closed |
|
SEIS Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q3 2025, worth a combined $27.6M — up 25% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEIS positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was S&T Bank, adding an estimated $3.66M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $2.71M sold.
- 29 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q3 2025, up from 25 in Q2 2025.
- Funds reported $27.6M of SEI Select Small Cap ETF stock for Q3 2025, up 25% quarter-over-quarter.
- 8 funds opened new SEI Select Small Cap ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
- The largest SEI Select Small Cap ETF buyer in Q3 2025 was S&T Bank, an estimated $3.66M added.
- The largest SEI Select Small Cap ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $2.71M sold.
Based on aggregated 13F filings for Q3 2025.