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SEI QiM U.S. Large Cap Value Active ETF

4 hedge funds and large institutions have $1.97M invested in SEI QiM U.S. Large Cap Value Active ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $1.22M → $1.97M (+$748K)

33% more funds holding

Funds holding: 34 (+1)

2.16% more ownership

Funds ownership: 4.89%7.05% (+2.2%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.48M +$336K +12,880 +28%
PFA
2
Petra Financial Advisors
Colorado
$459K +$472K +18,106 New
EWA
3
EverSource Wealth Advisors
Alabama
$21.3K +$2.09K +80 +11%
UBS Group
4
UBS Group
Switzerland
$10.1K

SEIV Hedge Fund Activity: Q3 2023 in Review

4 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q3 2023, worth a combined $1.97M — up 61% from $1.22M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SEIV positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Petra Financial Advisors, opening a new position worth an estimated $472K.

  • 4 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $1.97M of SEI QiM U.S. Large Cap Value Active ETF stock for Q3 2023, up 61% quarter-over-quarter.
  • 1 fund opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q3 2023 was Petra Financial Advisors, an estimated $472K added.

Based on aggregated 13F filings for Q3 2023.