SEI QiM U.S. Large Cap Value Active ETF
SEIV
7 hedge funds and large institutions have $2.87M invested in SEI QiM U.S. Large Cap Value Active ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
46% more capital invested
Capital invested by funds: $1.97M → $2.87M (+$906K)
1.57% more ownership
Funds ownership: 7.05% → 8.62% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$577K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.3K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$36.3K |
| 4 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
+$25.4K |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$131 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.22M | +$577K | +22,067 | +38% |
|
|
PFA
2
Petra Financial Advisors
Colorado Srpings,
Colorado
| $537K | +$25.4K | +971 | +5% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | +$43.3K | +1,658 | New |
|
|
4
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39.1K | +$36.3K | +1,390 | New |
|
|
EWA
5
EverSource Wealth Advisors
Birmingham,
Alabama
| $23.8K | +$131 | +5 | +0.6% |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.59K | -$6.19K | -237 | -59% |
|
7
Morgan Stanley
New York
| $56 | +$52 | +2 | New |
|
SEIV Hedge Fund Activity: Q4 2023 in Review
7 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q4 2023, worth a combined $2.87M — up 46% from $1.97M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SEIV positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $577K. The largest seller was UBS Group, cutting an estimated $6.19K.
- 7 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $2.87M of SEI QiM U.S. Large Cap Value Active ETF stock for Q4 2023, up 46% quarter-over-quarter.
- 3 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q4 2023 was Osaic Holdings, an estimated $577K added.
- The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q4 2023 was UBS Group, an estimated $6.19K sold.
Based on aggregated 13F filings for Q4 2023.