We are live on ! Find out more
SEIV icon

SEI QiM U.S. Large Cap Value Active ETF
SEIV

63 hedge funds and large institutions have $844M invested in SEI QiM U.S. Large Cap Value Active ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more funds holding

Funds holding: 51 → 63 (+12)

23% more capital invested

Capital invested by funds: $686M → $844M (+$158M)

3.13% more ownership

Funds ownership: 76.82% → 79.95% (+3.1%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
16
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWGC
Summit Wealth Group (Colorado)
Colorado
+$88.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$19.7M
3
FA
FSA Advisors
Michigan
+$4.72M
4
YCG
Yeomans Consulting Group
Georgia
+$3.42M
5
GRP
Global Retirement Partners
California
+$3.01M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$13.8M
2
CFA
Cahill Financial Advisors
Minnesota
-$366K
3
EWA
Exencial Wealth Advisors
Oklahoma
-$341K
4
CA
Calton & Associates
Florida
-$274K
5
Truist Financial
Truist Financial
North Carolina
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
26
Compass Capital Corp
Massachusetts
$1.38M -$36.5K -911 -3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.27M +$525K +13,111 +75%
SA
28
Stewardship Advisors
Pennsylvania
$991K +$10.3K +258 +1%
LIA
29
Lynx Investment Advisory
District of Columbia
$929K +$111K +2,781 +14%
CWRP
30
Cassady Wealth & Retirement Planning
Nevada
$878K +$847K +21,157 New
Citadel Advisors
31
Citadel Advisors
Florida
$865K +$215K +5,382 +35%
LPL Financial
32
LPL Financial
California
$781K -$4.96K -124 -0.7%
SWP
33
Stratos Wealth Partners
Ohio
$756K -$80.2K -2,003 -10%
PS
34
Principal Securities
Iowa
$701K -$25.3K -633 -4%
CIA
35
Concurrent Investment Advisors
Florida
$494K -$20.9K -523 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$401K -$48.2K -1,205 -11%
MWP
37
Meriwether Wealth & Planning
Louisiana
$339K – – –
CA
38
Calton & Associates
Florida
$287K -$274K -6,842 -50%
AWM
39
Accurate Wealth Management
Florida
$232K -$73.9K -1,846 -25%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$228K +$220K +5,492 New
IWN
41
Independent Wealth Network
Iowa
$226K +$218K +5,452 New
IFG
42
Independent Financial Group
California
$226K – – –
MA
43
MONECO Advisors
Connecticut
$209K +$201K +5,029 New
WA
44
WPG Advisers
Maryland
$208K -$15.1K -378 -7%
PAS
45
Park Avenue Securities
New York
$205K +$198K +4,947 New
FA
46
FSA Advisors
Michigan
$164K +$4.72M +117,905 New
SOS
47
Silver Oak Securities
Tennessee
$152K +$145K +3,629 New
SGFG
48
Silver Grove Financial Group
New York
$111K +$107K +2,667 New
LFG
49
Larson Financial Group
Missouri
$107K – – –
AF
50
Advisornet Financial
Minnesota
$68K -$480 -12 -0.7%
1
2
3

SEIV Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q4 2025, worth a combined $844M — up 23% from $686M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SEIV positions and 4 closed out — a net gain of 14 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $88.2M. The largest seller was SEI Investments, cutting an estimated $13.8M.

  • 63 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $844M of SEI QiM U.S. Large Cap Value Active ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 18 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $88.2M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q4 2025 was SEI Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2025.