SEI QiM U.S. Large Cap Value Active ETF
SEIV
45 hedge funds and large institutions have $469M invested in SEI QiM U.S. Large Cap Value Active ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more funds holding
Funds holding: 37 → 45 (+8)
1% less capital invested
Capital invested by funds: $475M → $469M (-$6.77M)
3.57% less ownership
Funds ownership: 95.88% → 92.31% (-3.6%)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$2.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.54M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.11M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.09M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$20.5M |
| 2 |
Jane Street
New York
|
-$777K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$465K |
| 4 |
HPFG
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
-$409K |
| 5 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$351K |
SEIV Hedge Fund Activity: Q4 2024 in Review
45 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q4 2024, worth a combined $469M — down 1.4% from $475M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SEIV positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.43M. The largest seller was SEI Investments, cutting an estimated $20.5M.
- 45 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q4 2024, up from 37 in Q3 2024.
- Funds reported $469M of SEI QiM U.S. Large Cap Value Active ETF stock for Q4 2024, down 1.4% quarter-over-quarter.
- 13 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q4 2024 and 5 closed out, a net change of +8 holders.
- The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q4 2024 was Atria Wealth Solutions, an estimated $2.43M added.
- The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q4 2024 was SEI Investments, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2024.