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SEI QiM U.S. Large Cap Value Active ETF
SEIV

63 hedge funds and large institutions have $844M invested in SEI QiM U.S. Large Cap Value Active ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more funds holding

Funds holding: 51 → 63 (+12)

23% more capital invested

Capital invested by funds: $686M → $844M (+$158M)

3.13% more ownership

Funds ownership: 76.82% → 79.95% (+3.1%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
16
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWGC
Summit Wealth Group (Colorado)
Colorado
+$88.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$19.7M
3
FA
FSA Advisors
Michigan
+$4.72M
4
YCG
Yeomans Consulting Group
Georgia
+$3.42M
5
GRP
Global Retirement Partners
California
+$3.01M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$13.8M
2
CFA
Cahill Financial Advisors
Minnesota
-$366K
3
EWA
Exencial Wealth Advisors
Oklahoma
-$341K
4
CA
Calton & Associates
Florida
-$274K
5
Truist Financial
Truist Financial
North Carolina
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$612M -$13.8M -343,828 -2%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$91.4M +$88.2M +2,203,137 New
Osaic Holdings
3
Osaic Holdings
Arizona
$22.9M +$19.7M +493,089 +827%
STB
4
S&T Bank
Pennsylvania
$15.5M +$740K +18,502 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M -$155K -3,876 -1%
Truist Financial
6
Truist Financial
North Carolina
$12M -$259K -6,480 -2%
BPA
7
Beacon Pointe Advisors
California
$11.5M -$238K -5,950 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.35M +$421K +10,510 +6%
KF
9
K2 Financial
California
$4.9M -$148K -3,699 -3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.67M +$191K +4,763 +5%
MFG
11
Merit Financial Group
Georgia
$4.36M -$22.7K -568 -0.5%
YCG
12
Yeomans Consulting Group
Georgia
$3.54M +$3.42M +85,421 New
GRP
13
Global Retirement Partners
California
$3.12M +$3.01M +75,188 New
CAG
14
Csenge Advisory Group
Florida
$2.94M +$129K +3,223 +5%
SWM
15
Stark Wealth Management
Pennsylvania
$2.48M +$481K +12,012 +25%
NA
16
NewEdge Advisors
Louisiana
$2.39M -$39.4K -984 -2%
CFA
17
Cahill Financial Advisors
Minnesota
$2.14M -$366K -9,149 -15%
EWA
18
Exencial Wealth Advisors
Oklahoma
$2.14M -$341K -8,514 -14%
AAS
19
Ameritas Advisory Services
Nebraska
$2.1M +$2.03M +50,647 New
DE
20
Diversified Enterprises
Delaware
$1.97M +$885K +22,111 +87%
UAG
21
United Advisor Group
Ohio
$1.71M +$94.4K +2,359 +6%
AC
22
Apella Capital
Connecticut
$1.6M +$198K +4,946 +15%
PWM
23
Perigon Wealth Management
California
$1.53M +$128K +3,191 +9%
PFA
24
Petra Financial Advisors
Colorado
$1.5M +$24.3K +608 +2%
TGAM
25
TBH Global Asset Management
Tennessee
$1.39M +$1.34M +33,592 New
1
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SEIV Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) for Q4 2025, worth a combined $844M — up 23% from $686M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SEIV positions and 4 closed out — a net gain of 14 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $88.2M. The largest seller was SEI Investments, cutting an estimated $13.8M.

  • 63 institutional investors held SEI QiM U.S. Large Cap Value Active ETF (SEIV) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $844M of SEI QiM U.S. Large Cap Value Active ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 18 funds opened new SEI QiM U.S. Large Cap Value Active ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest SEI QiM U.S. Large Cap Value Active ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $88.2M added.
  • The largest SEI QiM U.S. Large Cap Value Active ETF seller in Q4 2025 was SEI Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2025.