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SEI Enhanced US Large Cap Value Factor ETF
SEIV

Overview Fund Activity

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
+2
Holders Change %
+4.35%
% of All Funds
0.64%
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
–

Top Buyers

1
STB
S&T Bank
Pennsylvania
+$6.91M
2
SEI Investments
SEI Investments
Pennsylvania
+$3.36M
3
UAG
United Advisor Group
Ohio
+$765K
4
WA
Whipplewood Advisors
Colorado
+$283K
5
CIA
Concurrent Investment Advisors
Florida
+$275K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.24M
2
MGWM
Marks Group Wealth Management
Minnesota
-$1.38M
3
SWP
Stratos Wealth Partners
Ohio
-$1.04M
4
Citadel Advisors
Citadel Advisors
Florida
-$652K
5
CA
Calton & Associates
Florida
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$364K +$212K +5,949 +140%
WA
27
Whipplewood Advisors
Colorado
$304K +$283K +7,917 +1,298%
MWP
28
Meriwether Wealth & Planning
Louisiana
$291K – – –
CIA
29
Concurrent Investment Advisors
Florida
$275K +$275K +7,692 New
Osaic Holdings
30
Osaic Holdings
Arizona
$270K -$2.24M -63,968 -89%
BI
31
Binnacle Investments
Iowa
$261K +$102K +2,845 +64%
AWM
32
Accurate Wealth Management
Florida
$220K +$220K +6,059 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$219K +$219K +6,130 New
LA
34
LexAurum Advisors
Kansas
$219K +$219K +6,126 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$210K -$378K -10,605 -64%
WA
36
WPG Advisers
Maryland
$162K -$7.42K -208 -4%
AF
37
Advisornet Financial
Minnesota
$58.9K – – –
HI
38
Harbour Investments
Wisconsin
$29.2K +$9.28K +260 +47%
AssetMark Inc
39
AssetMark Inc
California
$24.5K +$4.53K +127 +23%
EWA
40
EverSource Wealth Advisors
Alabama
$20K +$71 +2 +0.4%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
CIA
42
Cape Investment Advisory
Georgia
$11.9K -$571 -16 -5%
FFA
43
Farther Finance Advisors
California
$9.99K +$9.99K +280 New
US Bancorp
44
US Bancorp
Minnesota
$9.67K +$9.67K +271 New
IA
45
IFP Advisors
Florida
$8.78K – – –
GRP
46
Global Retirement Partners
California
$3.59K +$3.59K +101 New
MCM
47
MAI Capital Management
Ohio
$3.32K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
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
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