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SEI QiM U.S. Large Cap Value Active ETF

51 hedge funds and large institutions have $686M invested in SEI QiM U.S. Large Cap Value Active ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $509M → $686M (+$177M)

6% more funds holding

Funds holding: 4851 (+3)

4.98% less ownership

Funds ownership: 81.8%76.82% (-5%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
32
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$587M +$101M +2,704,534 +22%
STB
2
S&T Bank
Pennsylvania
$13.8M +$5.6M +150,475 +73%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.4M +$1.82M +48,799 +18%
Truist Financial
4
Truist Financial
North Carolina
$11.5M +$1.7M +45,698 +18%
BPA
5
Beacon Pointe Advisors
California
$11M +$10.5M +282,691 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.42M +$5.29M +142,154 +293%
KF
7
K2 Financial
California
$4.58M +$814K +21,883 +22%
MFG
8
Merit Financial Group
Georgia
$4.11M +$856K +23,008 +28%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.09M +$819K +22,011 +26%
CAG
10
Csenge Advisory Group
Florida
$2.63M +$605K +16,257 +32%
CFA
11
Cahill Financial Advisors
Minnesota
$2.36M +$321K +8,625 +17%
EWA
12
Exencial Wealth Advisors
Oklahoma
$2.34M +$518K +13,928 +30%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.29M +$1.07M +28,748 +93%
NA
14
NewEdge Advisors
Louisiana
$2.28M +$332K +8,925 +18%
SWM
15
Stark Wealth Management
Pennsylvania
$1.86M +$923K +24,808 +108%
UAG
16
United Advisor Group
Ohio
$1.51M +$204K +5,475 +16%
PFA
17
Petra Financial Advisors
Colorado
$1.38M +$107K +2,880 +9%
CCC
18
Compass Capital Corp
Massachusetts
$1.31M
PWM
19
Perigon Wealth Management
California
$1.31M +$208K +5,582 +20%
AC
20
Apella Capital
Connecticut
$1.28M +$1.25M +33,587 New
DE
21
Diversified Enterprises
Delaware
$987K +$93.8K +2,521 +11%
SA
22
Stewardship Advisors
Pennsylvania
$919K +$248K +6,661 +39%
SWP
23
Stratos Wealth Partners
Ohio
$786K +$752K +20,210 New
LIA
24
Lynx Investment Advisory
District of Columbia
$762K +$121K +3,256 +20%
LPL Financial
25
LPL Financial
California
$737K +$90K +2,420 +15%

SEIV Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q3 2025, worth a combined $686M — up 35% from $509M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEIV positions and 8 closed out — a net gain of 3 holders — while 32 added to existing stakes and 3 trimmed.

The largest buyer was SEI Investments, adding an estimated $101M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $6.39M sold.

  • 51 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $686M of SEI QiM U.S. Large Cap Value Active ETF stock for Q3 2025, up 35% quarter-over-quarter.
  • 11 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q3 2025 was SEI Investments, an estimated $101M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2025.