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SEI QiM U.S. Large Cap Value Active ETF

57 hedge funds and large institutions have $849M invested in SEI QiM U.S. Large Cap Value Active ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $844M → $849M (+$5.1M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

7.09% less ownership

Funds ownership: 79.95%72.86% (-7.1%)

10% less funds holding

Funds holding: 6357 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
21
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$621M +$7.77M +184,033 +1%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$114M +$22.6M +536,520 +24%
STB
3
S&T Bank
Pennsylvania
$17.4M +$1.86M +44,185 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M -$78.2K -1,853 -0.6%
Truist Financial
5
Truist Financial
North Carolina
$12M -$30.9K -731 -0.3%
BPA
6
Beacon Pointe Advisors
California
$11.3M -$193K -4,582 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.55M +$1.2M +28,518 +14%
MFG
8
Merit Financial Group
Georgia
$7.33M +$3.01M +71,421 +68%
KF
9
K2 Financial
California
$5.13M +$16.4K +389 +0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$3.98M -$644K -15,256 -14%
CAG
11
Csenge Advisory Group
Florida
$2.76M -$187K -4,435 -6%
NA
12
NewEdge Advisors
Louisiana
$2.4M +$1.44K +34 +0.1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.39M -$20.9M -495,260 -90%
EWA
14
Exencial Wealth Advisors
Oklahoma
$2.21M +$70K +1,659 +3%
AAS
15
Ameritas Advisory Services
Nebraska
$2.08M -$24.1K -571 -1%
DE
16
Diversified Enterprises
Delaware
$1.92M -$57.6K -1,365 -3%
UAG
17
United Advisor Group
Ohio
$1.78M +$73.4K +1,739 +4%
CCC
18
Compass Capital Corp
Massachusetts
$1.76M +$296K +7,017 +22%
AC
19
Apella Capital
Connecticut
$1.67M -$27.8K -658 -2%
CFA
20
Cahill Financial Advisors
Minnesota
$1.65M -$501K -11,866 -23%
PWM
21
Perigon Wealth Management
California
$1.57M +$43.2K +1,023 +3%
TGAM
22
TBH Global Asset Management
Tennessee
$1.41M +$47K +1,114 +3%
LPL Financial
23
LPL Financial
California
$1.04M +$265K +6,282 +33%
SA
24
Stewardship Advisors
Pennsylvania
$1.02M +$32.7K +775 +3%
LIA
25
Lynx Investment Advisory
District of Columbia
$926K -$4.18K -99 -0.4%