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SEIS

SEI Select Small Cap ETF

24 hedge funds and large institutions have $19.9M invested in SEI Select Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

14% more funds holding

Funds holding: 2124 (+3)

6.06% less ownership

Funds ownership: 15.28%9.22% (-6.1%)

43% less capital invested

Capital invested by funds: $34.9M → $19.9M (-$15M)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.45M -$15.8M -620,761 -70%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.35M -$807K -31,808 -18%
AR
3
Apeiron RIA
Texas
$2.54M +$2.71M +106,683 New
CCC
4
Compass Capital Corp
Massachusetts
$1.64M -$137K -5,400 -7%
GWM
5
Geneos Wealth Management
Colorado
$1.2M +$720K +28,366 +128%
PWM
6
Perigon Wealth Management
California
$841K -$201K -7,934 -18%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$512K -$8.22K -324 -1%
LA
8
LexAurum Advisors
Kansas
$508K +$5.89K +232 +1%
LIA
9
Lynx Investment Advisory
District of Columbia
$455K +$42.7K +1,682 +10%
BI
10
Binnacle Investments
Iowa
$370K +$395K +15,549 New
MFG
11
Merit Financial Group
Georgia
$358K +$382K +15,035 New
DE
12
Diversified Enterprises
Delaware
$344K -$61K -2,405 -14%
PFA
13
Petra Financial Advisors
Colorado
$324K +$67.6K +2,662 +24%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$303K +$324K +12,744 New
CCA
15
Cora Capital Advisors
New Jersey
$251K +$203 +8 +0.1%
STB
16
S&T Bank
Pennsylvania
$150K +$160K +6,311 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$86K +$15.4K +608 +20%
UBS Group
18
UBS Group
Switzerland
$60.1K +$2.13K +84 +3%
RJA
19
Ross\Johnson & Associates
Minnesota
$42.4K +$40.9K +1,611 +937%
JP Morgan Chase
20
JP Morgan Chase
New York
$34.4K +$355 +14 +1%
CTC
21
Central Trust Company
Missouri
$29.7K +$31.7K +1,247 New
NA
22
NewEdge Advisors
Louisiana
$18.6K -$43.1K -1,696 -68%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4K
WA
24
Whipplewood Advisors
Colorado
$3.26K +$10.9K +430 New
Jane Street
25
Jane Street
New York
-$768K -30,005 Closed

SEIS Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q1 2025, worth a combined $19.9M — down 43% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SEIS positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Apeiron RIA, opening a new position worth an estimated $2.71M. The largest seller was Osaic Holdings, cutting an estimated $15.8M.

  • 24 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $19.9M of SEI Select Small Cap ETF stock for Q1 2025, down 43% quarter-over-quarter.
  • 7 funds opened new SEI Select Small Cap ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest SEI Select Small Cap ETF buyer in Q1 2025 was Apeiron RIA, an estimated $2.71M added.
  • The largest SEI Select Small Cap ETF seller in Q1 2025 was Osaic Holdings, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.