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SEI Enhanced US Large Cap Value Factor ETF

56 hedge funds and large institutions have $847M invested in SEI Enhanced US Large Cap Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$621M
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$114M
STB
3
S&T Bank
Pennsylvania
$17.4M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
Truist Financial
5
Truist Financial
North Carolina
$12M
BPA
6
Beacon Pointe Advisors
California
$11.3M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.55M
MFG
8
Merit Financial Group
Georgia
$7.33M
KF
9
K2 Financial
California
$5.13M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$3.98M
CAG
11
Csenge Advisory Group
Florida
$2.76M
Osaic Holdings
12
Osaic Holdings
Arizona
$2.39M
EWA
13
Exencial Wealth Advisors
Oklahoma
$2.21M
AAS
14
Ameritas Advisory Services
Nebraska
$2.08M
DE
15
Diversified Enterprises
Delaware
$1.92M
UAG
16
United Advisor Group
Ohio
$1.78M
CCC
17
Compass Capital Corp
Massachusetts
$1.76M
AC
18
Apella Capital
Connecticut
$1.67M
CFA
19
Cahill Financial Advisors
Minnesota
$1.65M
PWM
20
Perigon Wealth Management
California
$1.57M
TGAM
21
TBH Global Asset Management
Tennessee
$1.41M
LPL Financial
22
LPL Financial
California
$1.04M
SA
23
Stewardship Advisors
Pennsylvania
$1.02M
LIA
24
Lynx Investment Advisory
District of Columbia
$926K
CWRP
25
Cassady Wealth & Retirement Planning
Nevada
$902K