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SEI QiM U.S. Large Cap Value Active ETF

46 hedge funds and large institutions have $455M invested in SEI QiM U.S. Large Cap Value Active 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 4546 (+1)

3% less capital invested

Capital invested by funds: $469M → $455M (-$13.6M)

6.32% less ownership

Funds ownership: 92.31%86% (-6.3%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% 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
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
26
United Advisor Group
Ohio
$386K +$15.5K +463 +4%
PS
27
Principal Securities
Iowa
$376K
STB
28
S&T Bank
Pennsylvania
$369K +$382K +11,366 New
WG
29
Wealth Group
North Carolina
$319K +$17.9K +534 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$282K +$292K +8,696 New
WA
31
Whipplewood Advisors
Colorado
$269K -$256K -7,620 -93%
MWP
32
Meriwether Wealth & Planning
Louisiana
$265K
Morgan Stanley
33
Morgan Stanley
New York
$228K +$235K +7,013 New
WA
34
WPG Advisers
Maryland
$154K -$83.6K -2,491 -34%
BI
35
Binnacle Investments
Iowa
$145K +$150K +4,471 New
UBS Group
36
UBS Group
Switzerland
$138K -$4.93K -147 -3%
AF
37
Advisornet Financial
Minnesota
$53.6K +$7.25K +216 +15%
AssetMark Inc
38
AssetMark Inc
California
$18.2K +$5.67K +169 +43%
HI
39
Harbour Investments
Wisconsin
$18.1K +$18.8K +559 New
EWA
40
EverSource Wealth Advisors
Alabama
$18.1K
RJA
41
Ross\Johnson & Associates
Minnesota
$18.1K +$18.7K +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
JP Morgan Chase
46
JP Morgan Chase
New York
$2.76K +$2.85K +85 New
AWS
47
Atria Wealth Solutions
New York
-$2.38M -71,942 Closed
SWM
48
Stark Wealth Management
Pennsylvania
-$1.17M -35,276 Closed
PAG
49
Private Advisor Group
New Jersey
-$701K -21,168 Closed
Mariner
50
Mariner
Kansas
-$265K -7,996 Closed