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SEI Enhanced US Large Cap Value Factor ETF

44 hedge funds and large institutions have $468M invested in SEI Enhanced US Large Cap Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
13
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$409M 12,343,115 -606,521 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.32M 281,555 -7,899 -3%
Truist Financial
3
Truist Financial
North Carolina
$8.8M 265,604 -13,760 -5%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$7.97M 240,780 -12,108 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.13M 154,833 +45,539 +42%
KF
6
K2 Financial
California
$2.95M 89,150 +89,150 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.43M 73,369 +5,386 +8%
AWS
8
Atria Wealth Solutions
New York
$2.38M 71,942 +71,942 New
CFA
9
Cahill Financial Advisors
Minnesota
$2.23M 67,226 -10,405 -13%
NA
10
NewEdge Advisors
Louisiana
$1.7M 51,226 +4,048 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.61M 48,552 +1,366 +3%
EWA
12
Exencial Wealth Advisors
Oklahoma
$1.6M 48,372 -5,092 -10%
CAG
13
Csenge Advisory Group
Florida
$1.44M 43,414 -1,655 -4%
CCC
14
Compass Capital Corp
Massachusetts
$1.4M 42,154 +42,154 New
GWM
15
Geneos Wealth Management
Colorado
$1.09M 32,872 +32,872 New
PFA
16
Petra Financial Advisors
Colorado
$1.08M 32,558 -398 -1%
SWP
17
Stratos Wealth Partners
Ohio
$1.07M 32,216 +32,216 New
PWM
18
Perigon Wealth Management
California
$1M 29,508 -1,707 -5%
PAG
19
Private Advisor Group
New Jersey
$701K 21,168 +10,156 +92%
LIA
20
Lynx Investment Advisory
District of Columbia
$534K 16,131 -377 -2%
LPL Financial
21
LPL Financial
California
$528K 15,944 +4,508 +39%
SA
22
Stewardship Advisors
Pennsylvania
$465K 14,028 +2,236 +19%
UAG
23
United Advisor Group
Ohio
$379K 11,431 -314 -3%
PS
24
Principal Securities
Iowa
$376K 11,359 +1,532 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$335K 10,102 +2,854 +39%