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SEIS

SEI Select Small Cap ETF

21 hedge funds and large institutions have $34.9M invested in SEI Select Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.28% more ownership

Funds ownership: 0%15.28% (+15%)

Holders
21
Holders Change
+21
Holders Change %
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$22.8M +$23.8M +892,050 New
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.43M +$4.6M +172,879 New
CCC
3
Compass Capital Corp
Massachusetts
$2.09M +$2.18M +81,766 New
PWM
4
Perigon Wealth Management
California
$1.14M +$1.15M +43,282 New
Jane Street
5
Jane Street
New York
$768K +$799K +30,005 New
GWM
6
Geneos Wealth Management
Colorado
$568K +$591K +22,185 New
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$560K +$582K +21,855 New
LA
8
LexAurum Advisors
Kansas
$541K +$563K +21,147 New
LIA
9
Lynx Investment Advisory
District of Columbia
$447K +$465K +17,449 New
DE
10
Diversified Enterprises
Delaware
$432K +$450K +16,891 New
PFA
11
Petra Financial Advisors
Colorado
$280K +$291K +10,944 New
CCA
12
Cora Capital Advisors
New Jersey
$270K +$281K +10,542 New
SWM
13
Stark Wealth Management
Pennsylvania
$223K +$232K +8,724 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$77K +$80.5K +3,023 New
NA
15
NewEdge Advisors
Louisiana
$63.5K +$66K +2,479 New
UBS Group
16
UBS Group
Switzerland
$62.6K +$65.1K +2,444 New
JP Morgan Chase
17
JP Morgan Chase
New York
$36.7K +$38.2K +1,434 New
AF
18
Allworth Financial
California
$7.8K +$7.72K +290 New
RJA
19
Ross\Johnson & Associates
Minnesota
$4.4K +$4.58K +172 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.97K +149 New
CAS
21
Coppell Advisory Solutions
Texas
$3.91K +$4.07K +153 New

SEIS Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q4 2024, worth a combined $34.9M.

Buyers outnumbered sellers: 21 funds opened new SEIS positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $23.8M.

  • 21 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $34.9M of SEI Select Small Cap ETF stock for Q4 2024.
  • 21 funds opened new SEI Select Small Cap ETF positions in Q4 2024 and 0 closed out, a net change of +21 holders.
  • The largest SEI Select Small Cap ETF buyer in Q4 2024 was Osaic Holdings, an estimated $23.8M added.

Based on aggregated 13F filings for Q4 2024.