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

26 hedge funds and large institutions have $130M invested in SEI QiM U.S. Large Cap Low Volatility Active ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $97.3M → $130M (+$33.1M)

26.68% more ownership

Funds ownership: 71.66%98.35% (+27%)

24% more funds holding

Funds holding: 2126 (+5)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
8
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
$82.2M -$3.07M -102,848 -4%
PIA
2
Pollock Investment Advisors
Michigan
$35.9M +$36.8M +1,232,476 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.9M -$155K -5,206 -5%
Truist Financial
4
Truist Financial
North Carolina
$2.75M -$194K -6,487 -6%
HPFG
5
Hart & Patterson Financial Group
Massachusetts
$962K -$46K -1,540 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$824K +$83.1K +2,783 +11%
OMC
7
Old Mission Capital
Illinois
$722K +$128K +4,294 +21%
KF
8
K2 Financial
California
$657K +$682K +22,844 New
NA
9
NewEdge Advisors
Louisiana
$584K +$13.7K +460 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$506K +$260K +8,706 +100%
AWS
11
Atria Wealth Solutions
New York
$492K +$505K +16,900 New
Osaic Holdings
12
Osaic Holdings
Arizona
$413K -$38.8K -1,298 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$320K -$10.9K -365 -3%
LPL Financial
14
LPL Financial
California
$270K +$71.7K +2,401 +35%
SWP
15
Stratos Wealth Partners
Ohio
$266K +$273K +9,126 New
MWP
16
Meriwether Wealth & Planning
Louisiana
$236K +$242K +8,100 New
PS
17
Principal Securities
Iowa
$144K +$38.3K +1,281 +35%
GWM
18
Geneos Wealth Management
Colorado
$88.5K +$90.7K +3,038 New
WA
19
WPG Advisers
Maryland
$45.8K +$46.9K +1,571 New
AF
20
Advisornet Financial
Minnesota
$32K +$28.4K +952 +648%
CIA
21
Cape Investment Advisory
Georgia
$32K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$29K -$32K -1,073 -52%
UBS Group
23
UBS Group
Switzerland
$7.81K +$4.12K +138 +106%
WA
24
Whipplewood Advisors
Colorado
$3K +$3.08K +103 New
AssetMark Inc
25
AssetMark Inc
California
$2.94K

SELV Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) for Q4 2024, worth a combined $130M — up 34% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SELV positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $505K. The largest seller was SEI Investments, cutting an estimated $3.07M.

  • 26 institutional investors held SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $130M of SEI QiM U.S. Large Cap Low Volatility Active ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 8 funds opened new SEI QiM U.S. Large Cap Low Volatility Active ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF buyer in Q4 2024 was Atria Wealth Solutions, an estimated $505K added.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF seller in Q4 2024 was SEI Investments, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2024.