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SEI QiM U.S. Large Cap Value Active ETF

48 hedge funds and large institutions have $509M invested in SEI QiM U.S. Large Cap Value Active 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

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $455M → $509M (+$54.3M)

4% more funds holding

Funds holding: 4648 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.2% less ownership

Funds ownership: 86%81.8% (-4.2%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$488K +$76.4K +2,315 +20%
UBS Group
27
UBS Group
Switzerland
$364K +$196K +5,949 +140%
WA
28
Whipplewood Advisors
Colorado
$304K +$261K +7,917 +1,298%
MWP
29
Meriwether Wealth & Planning
Louisiana
$291K
CIA
30
Concurrent Investment Advisors
Florida
$275K +$254K +7,692 New
BI
31
Binnacle Investments
Iowa
$261K +$93.9K +2,845 +64%
AWM
32
Accurate Wealth Management
Florida
$220K +$200K +6,059 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$219K +$202K +6,130 New
LA
34
LexAurum Advisors
Kansas
$219K +$202K +6,126 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$210K -$350K -10,605 -64%
WA
36
WPG Advisers
Maryland
$162K -$6.86K -208 -4%
AF
37
Advisornet Financial
Minnesota
$58.9K
HI
38
Harbour Investments
Wisconsin
$29.2K +$8.58K +260 +47%
AssetMark Inc
39
AssetMark Inc
California
$24.5K +$4.19K +127 +23%
EWA
40
EverSource Wealth Advisors
Alabama
$20K +$66 +2 +0.4%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$16K
CIA
42
Cape Investment Advisory
Georgia
$11.9K -$528 -16 -5%
FFA
43
Farther Finance Advisors
California
$9.99K +$9.24K +280 New
US Bancorp
44
US Bancorp
Minnesota
$9.67K +$8.94K +271 New
IA
45
IFP Advisors
Florida
$8.78K
GRP
46
Global Retirement Partners
California
$3.59K +$3.33K +101 New
MCM
47
MAI Capital Management
Ohio
$3.32K
JP Morgan Chase
48
JP Morgan Chase
New York
$3.03K
MGWM
49
Marks Group Wealth Management
Minnesota
-$1.38M -42,610 Closed
SWP
50
Stratos Wealth Partners
Ohio
-$1.04M -32,044 Closed

SEIV Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q2 2025, worth a combined $509M — up 12% from $455M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEIV positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was S&T Bank, adding an estimated $6.39M. The largest seller was Marks Group Wealth Management, exiting entirely with an estimated $1.38M sold.

  • 48 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $509M of SEI QiM U.S. Large Cap Value Active ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 9 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q2 2025 was S&T Bank, an estimated $6.39M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q2 2025 was Marks Group Wealth Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2025.