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SEIS

SEI Select Small Cap ETF

25 hedge funds and large institutions have $22.1M invested in SEI Select Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

11% more capital invested

Capital invested by funds: $19.9M → $22.1M (+$2.23M)

4% more funds holding

Funds holding: 2425 (+1)

0.93% less ownership

Funds ownership: 9.22%8.29% (-0.93%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.62M -$93.2K -3,897 -3%
STB
2
S&T Bank
Pennsylvania
$3.42M +$3.04M +127,091 +2,014%
SWGC
3
Summit Wealth Group (Colorado)
Colorado
$2.71M +$2.52M +105,565 New
AR
4
Apeiron RIA
Texas
$2.54M -$177K -7,412 -7%
CCC
5
Compass Capital Corp
Massachusetts
$2.02M +$35.1K +1,469 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.77M -$4.84M -202,378 -75%
PWM
7
Perigon Wealth Management
California
$911K +$4.93K +206 +0.6%
OFS
8
OneAscent Financial Services
Alabama
$742K +$693K +28,962 New
GWM
9
Geneos Wealth Management
Colorado
$627K -$624K -26,074 -52%
LIA
10
Lynx Investment Advisory
District of Columbia
$525K +$32.3K +1,351 +7%
BI
11
Binnacle Investments
Iowa
$428K +$27.6K +1,155 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$426K +$311K +12,999 +358%
LA
13
LexAurum Advisors
Kansas
$423K -$116K -4,862 -23%
SWM
14
Stark Wealth Management
Pennsylvania
$382K +$356K +14,890 New
DE
15
Diversified Enterprises
Delaware
$374K +$2.87K +120 +0.8%
PFA
16
Petra Financial Advisors
Colorado
$363K +$13.7K +573 +4%
CCA
17
Cora Capital Advisors
New Jersey
$270K -$550 -23 -0.2%
HIS
18
Harvest Investment Services
Illinois
$222K +$207K +8,667 New
MFG
19
Merit Financial Group
Georgia
$214K -$160K -6,701 -45%
UBS Group
20
UBS Group
Switzerland
$95.3K +$28.5K +1,190 +47%
NA
21
NewEdge Advisors
Louisiana
$20.1K
RFG
22
REAP Financial Group
Texas
$7.95K +$7.41K +310 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4K
WA
24
Whipplewood Advisors
Colorado
$3.51K -$7.01K -293 -68%
AssetMark Inc
25
AssetMark Inc
California
$2.25K +$2.1K +88 New

SEIS Hedge Fund Activity: Q2 2025 in Review

25 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q2 2025, worth a combined $22.1M — up 11% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SEIS positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.

The largest buyer was S&T Bank, adding an estimated $3.04M. The largest seller was Osaic Holdings, cutting an estimated $4.84M.

  • 25 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $22.1M of SEI Select Small Cap ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 6 funds opened new SEI Select Small Cap ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest SEI Select Small Cap ETF buyer in Q2 2025 was S&T Bank, an estimated $3.04M added.
  • The largest SEI Select Small Cap ETF seller in Q2 2025 was Osaic Holdings, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2025.