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SEI QiM U.S. Large Cap Low Volatility Active ETF

21 hedge funds and large institutions have $97.3M invested in SEI QiM U.S. Large Cap Low Volatility Active ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more funds holding

Funds holding: 1821 (+3)

5% more capital invested

Capital invested by funds: $93M → $97.3M (+$4.26M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.35% less ownership

Funds ownership: 73.02%71.66% (-1.4%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$86.7M -$2.12M -74,425 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.1M -$376K -13,199 -11%
Truist Financial
3
Truist Financial
North Carolina
$2.99M -$389K -13,638 -12%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$1.02M -$15.3K -537 -2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$756K +$60.3K +2,116 +9%
OMC
6
Old Mission Capital
Illinois
$608K +$201K +7,040 +52%
NA
7
NewEdge Advisors
Louisiana
$580K +$122K +4,277 +28%
Osaic Holdings
8
Osaic Holdings
Arizona
$459K +$94.5K +3,316 +27%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$336K -$27.9K -980 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$257K +$247K +8,666 New
LPL Financial
11
LPL Financial
California
$204K +$196K +6,872 New
PS
12
Principal Securities
Iowa
$109K +$14.4K +504 +16%
Wells Fargo
13
Wells Fargo
California
$90.1K +$86.6K +3,039 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$61K +$58.6K +2,056 New
CIA
15
Cape Investment Advisory
Georgia
$32.5K +$3.45K +121 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20K -$15.7K -550 -45%
AF
17
Advisornet Financial
Minnesota
$4.36K
UBS Group
18
UBS Group
Switzerland
$3.85K +$3.22K +113 +665%
AssetMark Inc
19
AssetMark Inc
California
$2.99K +$2.88K +101 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.55K +$2.45K +86 New
CA
21
Continuum Advisory
Idaho
$1.41K -$143 -5 -10%
SWP
22
Stratos Wealth Partners
Ohio
-$265K -9,583 Closed
LIA
23
Lynx Investment Advisory
District of Columbia
-$52.4K -1,890 Closed

SELV Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) for Q3 2024, worth a combined $97.3M — up 4.6% from $93M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SELV positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $247K. The largest seller was SEI Investments, cutting an estimated $2.12M.

  • 21 institutional investors held SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $97.3M of SEI QiM U.S. Large Cap Low Volatility Active ETF stock for Q3 2024, up 4.6% quarter-over-quarter.
  • 6 funds opened new SEI QiM U.S. Large Cap Low Volatility Active ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $247K added.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF seller in Q3 2024 was SEI Investments, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2024.