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SEI Enhanced US Large Cap Value Factor ETF

61 hedge funds and large institutions have $843M invested in SEI Enhanced US Large Cap Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.05% more ownership

Funds ownership: 76.8%79.85% (+3.1%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$612M
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$91.4M
Osaic Holdings
3
Osaic Holdings
Arizona
$22.9M
STB
4
S&T Bank
Pennsylvania
$15.5M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Truist Financial
6
Truist Financial
North Carolina
$12M
BPA
7
Beacon Pointe Advisors
California
$11.5M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.35M
KF
9
K2 Financial
California
$4.9M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.67M
MFG
11
Merit Financial Group
Georgia
$4.36M
YCG
12
Yeomans Consulting Group
Georgia
$3.54M
GRP
13
Global Retirement Partners
California
$3.12M
CAG
14
Csenge Advisory Group
Florida
$2.94M
SWM
15
Stark Wealth Management
Pennsylvania
$2.48M
NA
16
NewEdge Advisors
Louisiana
$2.39M
CFA
17
Cahill Financial Advisors
Minnesota
$2.14M
EWA
18
Exencial Wealth Advisors
Oklahoma
$2.14M
AAS
19
Ameritas Advisory Services
Nebraska
$2.1M
DE
20
Diversified Enterprises
Delaware
$1.97M
UAG
21
United Advisor Group
Ohio
$1.71M
AC
22
Apella Capital
Connecticut
$1.6M
PWM
23
Perigon Wealth Management
California
$1.53M
PFA
24
Petra Financial Advisors
Colorado
$1.5M
TGAM
25
TBH Global Asset Management
Tennessee
$1.39M