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SEI Enhanced US Large Cap Value Factor ETF
SEIV

Overview Fund Activity

46 hedge funds and large institutions have $455M invested in SEI Enhanced US Large Cap Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
13
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$5.62M
2
MFG
Merit Financial Group
Georgia
+$2.53M
3
MGWM
Marks Group Wealth Management
Minnesota
+$1.38M
4
DE
Diversified Enterprises
Delaware
+$640K
5
CA
Calton & Associates
Florida
+$532K

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$3.36M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.7M
3
AWS
Atria Wealth Solutions
New York
-$2.38M
4
SEI Investments
SEI Investments
Pennsylvania
-$1.4M
5
PAG
Private Advisor Group
New Jersey
-$701K
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
26
United Advisor Group
Ohio
$386K +$15K +463 +4%
PS
27
Principal Securities
Iowa
$376K – – –
STB
28
S&T Bank
Pennsylvania
$369K +$369K +11,366 New
WG
29
Wealth Group
North Carolina
$319K +$17.4K +534 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$282K +$282K +8,696 New
WA
31
Whipplewood Advisors
Colorado
$269K -$3.36M -7,620 -93%
MWP
32
Meriwether Wealth & Planning
Louisiana
$265K – – –
Morgan Stanley
33
Morgan Stanley
New York
$228K +$228K +7,013 New
WA
34
WPG Advisers
Maryland
$154K -$80.9K -2,491 -34%
BI
35
Binnacle Investments
Iowa
$145K +$145K +4,471 New
UBS Group
36
UBS Group
Switzerland
$138K -$4.77K -147 -3%
AF
37
Advisornet Financial
Minnesota
$53.6K +$7.01K +216 +15%
AssetMark Inc
38
AssetMark Inc
California
$18.2K +$5.49K +169 +43%
HI
39
Harbour Investments
Wisconsin
$18.1K +$18.1K +559 New
EWA
40
EverSource Wealth Advisors
Alabama
$18.1K – – –
RJA
41
Ross\Johnson & Associates
Minnesota
$18.1K +$18.1K +557 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CIA
43
Cape Investment Advisory
Georgia
$11.4K – – –
IA
44
IFP Advisors
Florida
$7.99K – – –
MCM
45
MAI Capital Management
Ohio
$3.02K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.76K +$2.76K +85 New
AWS
47
Atria Wealth Solutions
New York
– -$2.38M -71,942 Closed
PAG
48
Private Advisor Group
New Jersey
– -$701K -21,168 Closed
Mariner
49
Mariner
Kansas
– -$265K -7,996 Closed
AWM
50
Accurate Wealth Management
Florida
– -$226K -6,824 Closed
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