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SEI Enhanced Low Volatility US Large Cap ETF

21 hedge funds and large institutions have $97.3M invested in SEI Enhanced Low Volatility US Large Cap 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
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
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$86.7M -$2.21M -74,425 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.1M -$391K -13,199 -11%
Truist Financial
3
Truist Financial
North Carolina
$2.99M -$404K -13,638 -12%
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$1.02M -$15.9K -537 -2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$756K +$62.7K +2,116 +9%
OMC
6
Old Mission Capital
Illinois
$608K +$209K +7,040 +52%
NA
7
NewEdge Advisors
Louisiana
$580K +$127K +4,277 +28%
Osaic Holdings
8
Osaic Holdings
Arizona
$459K +$98.3K +3,316 +27%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$336K -$29K -980 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$257K +$257K +8,666 New
LPL Financial
11
LPL Financial
California
$204K +$204K +6,872 New
PS
12
Principal Securities
Iowa
$109K +$14.9K +504 +16%
Wells Fargo
13
Wells Fargo
California
$90.1K +$90.1K +3,039 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$61K +$61K +2,056 New
CIA
15
Cape Investment Advisory
Georgia
$32.6K +$3.59K +121 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20K -$16.4K -550 -45%
AF
17
Advisornet Financial
Minnesota
$4.36K
UBS Group
18
UBS Group
Switzerland
$3.85K +$3.35K +113 +665%
AssetMark Inc
19
AssetMark Inc
California
$2.99K +$2.99K +101 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.55K +$2.55K +86 New
CA
21
Continuum Advisory
Idaho
$1.41K -$150 -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