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SEI QiM U.S. Large Cap Value Active ETF

57 hedge funds and large institutions have $849M invested in SEI QiM U.S. Large Cap Value Active ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $844M → $849M (+$5.1M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

7.09% less ownership

Funds ownership: 79.95%72.86% (-7.1%)

10% less funds holding

Funds holding: 6357 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
21
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
26
Cassady Wealth & Retirement Planning
Nevada
$902K -$31.6K -749 -4%
PS
27
Principal Securities
Iowa
$694K -$7.34K -174 -1%
SA
28
Sonoma Allocations
California
$636K +$642K +15,206 New
SWP
29
Stratos Wealth Partners
Ohio
$588K -$172K -4,067 -22%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$524K -$761K -18,038 -59%
HP
31
Holistic Planning
Texas
$500K +$508K +12,035 New
CIA
32
Concurrent Investment Advisors
Florida
$479K -$16.4K -388 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$419K +$17.4K +412 +4%
LA
34
LexAurum Advisors
Kansas
$377K +$383K +9,078 New
AIA
35
Accelerate Investment Advisors
California
$356K +$362K +8,566 New
MWP
36
Meriwether Wealth & Planning
Louisiana
$339K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$325K +$98.6K +2,336 +43%
IWN
38
Independent Wealth Network
Iowa
$238K +$11.6K +275 +5%
AWM
39
Accurate Wealth Management
Florida
$235K +$1.18K +28 +0.5%
IFG
40
Independent Financial Group
California
$226K
AA
41
Aire Advisors
California
$200K +$203K +4,814 New
WA
42
WPG Advisers
Maryland
$178K -$30.2K -715 -14%
ASN
43
Advisory Services Network
Georgia
$173K +$176K +4,168 New
RF
44
Rossby Financial
Florida
$164K +$166K +3,933 New
WA
45
Whipplewood Advisors
Colorado
$150K +$120K +2,838 +372%
HI
46
Harbour Investments
Wisconsin
$127K +$132K +3,125 New
SGFG
47
Silver Grove Financial Group
New York
$106K -$4.81K -114 -4%
SOS
48
Silver Oak Securities
Tennessee
$103K -$48.4K -1,147 -32%
AF
49
Advisornet Financial
Minnesota
$63.2K -$4.98K -118 -7%
AssetMark Inc
50
AssetMark Inc
California
$43.3K +$1.44K +34 +3%