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SEI Enhanced US Large Cap Value Factor ETF

48 hedge funds and large institutions have $509M invested in SEI Enhanced US Large Cap Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$442M +$3.36M +94,264 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.6M -$13.7K -383 -0.1%
Truist Financial
3
Truist Financial
North Carolina
$8.95M -$12.8K -359 -0.1%
STB
4
S&T Bank
Pennsylvania
$7.32M +$6.91M +193,685 +1,704%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.39M +$6.39M +178,965 New
GWM
6
Geneos Wealth Management
Colorado
$3.8M -$74.2K -2,078 -2%
KF
7
K2 Financial
California
$3.5M -$73.9K -2,068 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$144K +3,961 +5%
MFG
9
Merit Financial Group
Georgia
$2.95M +$166K +4,643 +6%
CFA
10
Cahill Financial Advisors
Minnesota
$1.86M -$239K -6,688 -11%
NA
11
NewEdge Advisors
Louisiana
$1.78M +$36.8K +1,031 +2%
CAG
12
Csenge Advisory Group
Florida
$1.74M +$88.7K +2,605 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.73M +$104K +2,922 +6%
EWA
14
Exencial Wealth Advisors
Oklahoma
$1.65M -$89.4K -2,506 -5%
CCC
15
Compass Capital Corp
Massachusetts
$1.19M -$111K -3,042 -9%
UAG
16
United Advisor Group
Ohio
$1.19M +$765K +21,432 +180%
PFA
17
Petra Financial Advisors
Colorado
$1.16M +$18.2K +510 +2%
PWM
18
Perigon Wealth Management
California
$1M -$3.07K -86 -0.3%
SWM
19
Stark Wealth Management
Pennsylvania
$819K +$819K +22,945 New
DE
20
Diversified Enterprises
Delaware
$816K +$112K +3,129 +16%
SA
21
Stewardship Advisors
Pennsylvania
$605K +$18K +503 +3%
LPL Financial
22
LPL Financial
California
$590K -$1.5K -42 -0.3%
LIA
23
Lynx Investment Advisory
District of Columbia
$583K +$12.9K +361 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$529K +$219K +6,123 +70%
PS
25
Principal Securities
Iowa
$488K +$82.6K +2,315 +20%