SEI QiM U.S. Large Cap Value Active ETF
SEIV
3 hedge funds and large institutions have $1.22M invested in SEI QiM U.S. Large Cap Value Active ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
54% more capital invested
Capital invested by funds: $789K → $1.22M (+$429K)
1.05% more ownership
Funds ownership: 3.84% → 4.89% (+1%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$639K |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$18.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
-$321K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.19M | +$639K | +26,064 | +135% |
|
|
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
| $19.9K | +$18.6K | +759 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $10.5K | +$9.8K | +400 | New |
|
|
PFA
4
Petra Financial Advisors
Colorado Srpings,
Colorado
| – | -$321K | -13,300 | Closed |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| – | -$2.9K | -120 | Closed |
|
SEIV Hedge Fund Activity: Q2 2023 in Review
3 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q2 2023, worth a combined $1.22M — up 54% from $789K a quarter earlier.
Fund positioning in SEIV was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $639K. The largest seller was Petra Financial Advisors, exiting entirely with an estimated $321K sold.
- 3 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $1.22M of SEI QiM U.S. Large Cap Value Active ETF stock for Q2 2023, up 54% quarter-over-quarter.
- 2 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q2 2023 was Osaic Holdings, an estimated $639K added.
- The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q2 2023 was Petra Financial Advisors, an estimated $321K sold.
Based on aggregated 13F filings for Q2 2023.