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SEI Enhanced US Large Cap Value Factor ETF

36 hedge funds and large institutions have $453M invested in SEI Enhanced US Large Cap Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$406M 13,018,949 -251,917 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.54M 306,110 -5,419 -2%
Truist Financial
3
Truist Financial
North Carolina
$9.24M 296,646 -7,123 -2%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$8.06M 258,898 -2,235 -0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.82M 90,657 +74,060 +446%
CFA
6
Cahill Financial Advisors
Minnesota
$2.43M 77,912 -403 -0.5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.85M 59,465 +1,994 +3%
EWA
8
Exencial Wealth Advisors
Oklahoma
$1.8M 57,679 -4,451 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.34M 43,118 +2,044 +5%
CAG
10
Csenge Advisory Group
Florida
$1.31M 42,133 +4,026 +11%
NA
11
NewEdge Advisors
Louisiana
$1.29M 41,500 +41,500 New
PFA
12
Petra Financial Advisors
Colorado
$1.01M 32,388 +13,311 +70%
PWM
13
Perigon Wealth Management
California
$996K 31,984 -1,853 -5%
SWP
14
Stratos Wealth Partners
Ohio
$952K 30,557 +127 +0.4%
UAG
15
United Advisor Group
Ohio
$712K 22,851 -8,463 -27%
FAM
16
Formidable Asset Management
Ohio
$557K 17,877 +17,877 New
LIA
17
Lynx Investment Advisory
District of Columbia
$486K 15,600 +15,600 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$413K 13,242 +3,286 +33%
PAG
19
Private Advisor Group
New Jersey
$357K 11,471 +2,313 +25%
MA
20
MONECO Advisors
Connecticut
$344K 11,056 -2,932 -21%
PS
21
Principal Securities
Iowa
$293K 9,390 +1,627 +21%
WG
22
Wealth Group
North Carolina
$276K 8,871 +2,100 +31%
Jane Street
23
Jane Street
New York
$275K 8,820 +8,820 New
LPL Financial
24
LPL Financial
California
$271K 8,692 -14,106 -62%
AWM
25
Accurate Wealth Management
Florida
$250K 7,837 +262 +3%