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SEI Enhanced US Large Cap Value Factor ETF
SEIV

Overview Fund Activity

46 hedge funds and large institutions have $455M invested in SEI Enhanced US Large Cap Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
13
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$5.62M
2
MFG
Merit Financial Group
Georgia
+$2.53M
3
MGWM
Marks Group Wealth Management
Minnesota
+$1.38M
4
DE
Diversified Enterprises
Delaware
+$640K
5
CA
Calton & Associates
Florida
+$532K

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$3.36M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.7M
3
AWS
Atria Wealth Solutions
New York
-$2.38M
4
SEI Investments
SEI Investments
Pennsylvania
-$1.4M
5
PAG
Private Advisor Group
New Jersey
-$701K
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$399M -$1.4M -43,006 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.74M -$397K -12,223 -4%
Truist Financial
3
Truist Financial
North Carolina
$8.15M -$471K -14,508 -5%
GWM
4
Geneos Wealth Management
Colorado
$8.05M +$5.62M +75,795 +231%
KF
5
K2 Financial
California
$2.98M +$325K +10,912 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$194K +5,974 +8%
MFG
7
Merit Financial Group
Georgia
$2.53M +$2.53M +77,960 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.33M -$2.7M -83,154 -54%
CFA
9
Cahill Financial Advisors
Minnesota
$1.91M -$273K -8,412 -13%
NA
10
NewEdge Advisors
Louisiana
$1.58M -$81.1K -2,498 -5%
EWA
11
Exencial Wealth Advisors
Oklahoma
$1.58M +$9.67K +298 +0.6%
CAG
12
Csenge Advisory Group
Florida
$1.48M +$160K +5,238 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.48M -$96.1K -2,960 -6%
MGWM
14
Marks Group Wealth Management
Minnesota
$1.38M +$1.38M +42,610 New
CCC
15
Compass Capital Corp
Massachusetts
$1.06M -$190K -6,403 -15%
PFA
16
Petra Financial Advisors
Colorado
$1.04M -$16K -493 -2%
SWP
17
Stratos Wealth Partners
Ohio
$1.04M -$5.58K -172 -0.5%
PWM
18
Perigon Wealth Management
California
$913K -$44.4K -1,367 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$652K +$324K +9,980 +99%
DE
20
Diversified Enterprises
Delaware
$640K +$640K +19,723 New
LPL Financial
21
LPL Financial
California
$538K +$20.2K +622 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$536K +$321K +9,882 +149%
SA
23
Stewardship Advisors
Pennsylvania
$534K +$78.9K +2,432 +17%
CA
24
Calton & Associates
Florida
$532K +$532K +16,381 New
LIA
25
Lynx Investment Advisory
District of Columbia
$519K -$4.93K -152 -0.9%
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