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SEI Enhanced US Large Cap Value Factor ETF

48 hedge funds and large institutions have $509M invested in SEI Enhanced US Large Cap Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$442M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.6M
Truist Financial
3
Truist Financial
North Carolina
$8.95M
STB
4
S&T Bank
Pennsylvania
$7.32M
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.39M
GWM
6
Geneos Wealth Management
Colorado
$3.8M
KF
7
K2 Financial
California
$3.5M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.03M
MFG
9
Merit Financial Group
Georgia
$2.95M
CFA
10
Cahill Financial Advisors
Minnesota
$1.86M
NA
11
NewEdge Advisors
Louisiana
$1.78M
CAG
12
Csenge Advisory Group
Florida
$1.74M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.73M
EWA
14
Exencial Wealth Advisors
Oklahoma
$1.65M
CCC
15
Compass Capital Corp
Massachusetts
$1.19M
UAG
16
United Advisor Group
Ohio
$1.19M
PFA
17
Petra Financial Advisors
Colorado
$1.16M
PWM
18
Perigon Wealth Management
California
$1M
SWM
19
Stark Wealth Management
Pennsylvania
$819K
DE
20
Diversified Enterprises
Delaware
$816K
SA
21
Stewardship Advisors
Pennsylvania
$605K
LPL Financial
22
LPL Financial
California
$590K
LIA
23
Lynx Investment Advisory
District of Columbia
$583K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$529K
PS
25
Principal Securities
Iowa
$488K