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SEI Enhanced US Large Cap Value Factor ETF

28 hedge funds and large institutions have $454M invested in SEI Enhanced US Large Cap Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+21
Holders Change %
+300%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
1
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$411M 13,270,866 +13,270,866 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.65M 311,529 +311,529 New
Truist Financial
3
Truist Financial
North Carolina
$9.24M 303,769 +303,769 New
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.09M 261,133 +261,133 New
CFA
5
Cahill Financial Advisors
Minnesota
$2.43M 78,315 +78,315 New
EWA
6
Exencial Wealth Advisors
Oklahoma
$1.92M 62,130 +62,130 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.78M 57,471 +57,471 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.27M 41,074 +41,074 New
CAG
9
Csenge Advisory Group
Florida
$1.18M 38,107 +38,107 New
PWM
10
Perigon Wealth Management
California
$1.05M 33,837 +33,837 New
UAG
11
United Advisor Group
Ohio
$970K 31,314 +31,314 New
SWP
12
Stratos Wealth Partners
Ohio
$942K 30,430 +30,430 New
LPL Financial
13
LPL Financial
California
$706K 22,798 +22,798 New
PFA
14
Petra Financial Advisors
Colorado
$537K 19,077
Osaic Holdings
15
Osaic Holdings
Arizona
$514K 16,597 -63,663 -79%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$495K 15,977 +15,977 New
MA
17
MONECO Advisors
Connecticut
$433K 13,988 +13,988 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$308K 9,956 +8,298 +500%
PAG
19
Private Advisor Group
New Jersey
$284K 9,158 +9,158 New
PS
20
Principal Securities
Iowa
$240K 7,763 +7,763 New
AWM
21
Accurate Wealth Management
Florida
$222K 7,575 +7,575 New
WG
22
Wealth Group
North Carolina
$210K 6,771 +6,771 New
CA
23
Continuum Advisory
Idaho
$136K 4,470 +4,470 New
AF
24
Advisornet Financial
Minnesota
$32.6K 1,054 +1,054 New
EWA
25
EverSource Wealth Advisors
Alabama
$16.3K 552 -292 -35%