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SEI QiM U.S. Large Cap Value Active ETF

51 hedge funds and large institutions have $686M invested in SEI QiM U.S. Large Cap Value Active ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $509M → $686M (+$177M)

6% more funds holding

Funds holding: 4851 (+3)

4.98% less ownership

Funds ownership: 81.8%76.82% (-5%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
32
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$683K +$101K +2,727 +18%
PS
27
Principal Securities
Iowa
$681K +$143K +3,840 +28%
Citadel Advisors
28
Citadel Advisors
Florida
$601K +$575K +15,450 New
CA
29
Calton & Associates
Florida
$535K +$512K +13,757 New
CIA
30
Concurrent Investment Advisors
Florida
$483K +$176K +4,735 +62%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$423K +$185K +4,985 +85%
MWP
32
Meriwether Wealth & Planning
Louisiana
$318K
BI
33
Binnacle Investments
Iowa
$311K +$25K +673 +9%
LA
34
LexAurum Advisors
Kansas
$287K +$46.5K +1,251 +20%
AWM
35
Accurate Wealth Management
Florida
$284K +$48.4K +1,300 +21%
IFG
36
Independent Financial Group
California
$212K +$202K +5,442 New
WA
37
WPG Advisers
Maryland
$209K +$31.4K +845 +19%
LFG
38
Larson Financial Group
Missouri
$100K +$95.7K +2,573 New
TPBG
39
Turning Point Benefit Group
Maryland
$84.1K +$80.2K +2,155 New
AF
40
Advisornet Financial
Minnesota
$64.2K
AssetMark Inc
41
AssetMark Inc
California
$39.3K +$12K +322 +47%
HI
42
Harbour Investments
Wisconsin
$31.9K
WA
43
Whipplewood Advisors
Colorado
$28.2K -$290K -7,803 -92%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$25K +$6.92K +186 +42%
CIA
45
Cape Investment Advisory
Georgia
$22K +$8.63K +232 +69%
EWA
46
EverSource Wealth Advisors
Alabama
$13.6K -$7.78K -209 -37%
IA
47
IFP Advisors
Florida
$9.57K
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.82K +$4.61K +124 New
CA
49
CoreCap Advisors
Michigan
$3.66K +$3.5K +94 New
MCM
50
MAI Capital Management
Ohio
$3.42K -$186 -5 -5%

SEIV Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q3 2025, worth a combined $686M — up 35% from $509M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEIV positions and 8 closed out — a net gain of 3 holders — while 32 added to existing stakes and 3 trimmed.

The largest buyer was SEI Investments, adding an estimated $101M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $6.39M sold.

  • 51 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $686M of SEI QiM U.S. Large Cap Value Active ETF stock for Q3 2025, up 35% quarter-over-quarter.
  • 11 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q3 2025 was SEI Investments, an estimated $101M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2025.