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SEI QiM U.S. Large Cap Value Active ETF
SEIV

28 hedge funds and large institutions have $454M invested in SEI QiM U.S. Large Cap Value Active ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,694% more capital invested

Capital invested by funds: $2.87M → $454M (+$451M)

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

300% more funds holding

Funds holding: 7 → 28 (+21)

88.57% more ownership

Funds ownership: 8.62% → 97.19% (+89%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
28
Holders Change
+21
Holders Change %
+300%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$386M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.05M
3
Truist Financial
Truist Financial
North Carolina
+$8.82M
4
HPFG
Hart & Patterson Financial Group
Massachusetts
+$7.59M
5
CFA
Cahill Financial Advisors
Minnesota
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.85M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$39.1K
3
EWA
EverSource Wealth Advisors
Alabama
-$8.48K
4
UBS Group
UBS Group
Switzerland
-$4.59K
5
Morgan Stanley
Morgan Stanley
New York
-$29
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Cape Investment Advisory
Georgia
$10.2K +$9.56K +329 New
IA
27
IFP Advisors
Florida
$7.62K +$7.15K +246 New
Morgan Stanley
28
Morgan Stanley
New York
$31 -$29 -1 -50%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
– -$39.1K -1,390 Closed
UBS Group
30
UBS Group
Switzerland
– -$4.59K -163 Closed
1
2

SEIV Hedge Fund Activity: Q1 2024 in Review

28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q1 2024, worth a combined $454M — up 15,694% from $2.87M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SEIV positions and 2 closed out — a net gain of 21 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was SEI Investments, opening a new position worth an estimated $386M. The largest seller was Osaic Holdings, cutting an estimated $1.85M.

  • 28 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q1 2024, up from 7 in Q4 2023.
  • Funds reported $454M of SEI QiM U.S. Large Cap Value Active ETF stock for Q1 2024, up 15,694% quarter-over-quarter.
  • 23 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q1 2024 and 2 closed out, a net change of +21 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q1 2024 was SEI Investments, an estimated $386M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q1 2024 was Osaic Holdings, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2024.