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SEI Enhanced US Large Cap Value Factor ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$399M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.74M
Truist Financial
3
Truist Financial
North Carolina
$8.15M
GWM
4
Geneos Wealth Management
Colorado
$8.05M
KF
5
K2 Financial
California
$2.98M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.58M
MFG
7
Merit Financial Group
Georgia
$2.53M
Osaic Holdings
8
Osaic Holdings
Arizona
$2.33M
CFA
9
Cahill Financial Advisors
Minnesota
$1.91M
NA
10
NewEdge Advisors
Louisiana
$1.58M
EWA
11
Exencial Wealth Advisors
Oklahoma
$1.58M
CAG
12
Csenge Advisory Group
Florida
$1.48M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.48M
MGWM
14
Marks Group Wealth Management
Minnesota
$1.38M
CCC
15
Compass Capital Corp
Massachusetts
$1.06M
PFA
16
Petra Financial Advisors
Colorado
$1.04M
SWP
17
Stratos Wealth Partners
Ohio
$1.04M
PWM
18
Perigon Wealth Management
California
$913K
Citadel Advisors
19
Citadel Advisors
Florida
$652K
DE
20
Diversified Enterprises
Delaware
$640K
LPL Financial
21
LPL Financial
California
$538K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$536K
SA
23
Stewardship Advisors
Pennsylvania
$534K
CA
24
Calton & Associates
Florida
$532K
LIA
25
Lynx Investment Advisory
District of Columbia
$519K