SEIS

SEI Select Small Cap ETF

20 hedge funds and large institutions have $34.6M invested in SEI Select Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+20
Holders Change %
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$22.8M +$22.8M +892,050 New
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.43M +$4.43M +172,879 New
CCC
3
Compass Capital Corp
Massachusetts
$2.09M +$2.09M +81,766 New
PWM
4
Perigon Wealth Management
California
$1.14M +$1.14M +43,282 New
Jane Street
5
Jane Street
New York
$768K +$768K +30,005 New
GWM
6
Geneos Wealth Management
Colorado
$568K +$568K +22,185 New
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$560K +$560K +21,855 New
LA
8
LexAurum Advisors
Kansas
$541K +$541K +21,147 New
LIA
9
Lynx Investment Advisory
District of Columbia
$447K +$447K +17,449 New
DE
10
Diversified Enterprises
Delaware
$432K +$432K +16,891 New
PFA
11
Petra Financial Advisors
Colorado
$280K +$280K +10,944 New
CCA
12
Cora Capital Advisors
New Jersey
$270K +$270K +10,542 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$77K +$77K +3,023 New
NA
14
NewEdge Advisors
Louisiana
$63.5K +$63.5K +2,479 New
UBS Group
15
UBS Group
Switzerland
$62.6K +$62.6K +2,444 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$36.7K +$36.7K +1,434 New
AF
17
Allworth Financial
California
$7.8K +$7.8K +290 New
RJA
18
Ross\Johnson & Associates
Minnesota
$4.4K +$4.4K +172 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +149 New
CAS
20
Coppell Advisory Solutions
Texas
$3.91K +$3.91K +153 New