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SEI Enhanced Low Volatility US Large Cap ETF

26 hedge funds and large institutions have $130M invested in SEI Enhanced Low Volatility US Large Cap 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
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.35%
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
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$82.2M -$3M -102,848 -4%
PIA
2
Pollock Investment Advisors
Michigan
$35.9M +$35.9M +1,232,476 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.9M -$152K -5,206 -5%
Truist Financial
4
Truist Financial
North Carolina
$2.75M -$189K -6,487 -6%
HPFG
5
Hart & Patterson Financial Group
Massachusetts
$962K -$44.9K -1,540 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$824K +$81.1K +2,783 +11%
OMC
7
Old Mission Capital
Illinois
$722K +$125K +4,294 +21%
KF
8
K2 Financial
California
$657K +$657K +22,844 New
NA
9
NewEdge Advisors
Louisiana
$584K +$13.4K +460 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$506K +$254K +8,706 +100%
AWS
11
Atria Wealth Solutions
New York
$492K +$492K +16,900 New
Osaic Holdings
12
Osaic Holdings
Arizona
$413K -$37.8K -1,298 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$320K -$10.6K -365 -3%
LPL Financial
14
LPL Financial
California
$270K +$70K +2,401 +35%
SWP
15
Stratos Wealth Partners
Ohio
$266K +$266K +9,126 New
MWP
16
Meriwether Wealth & Planning
Louisiana
$236K +$236K +8,100 New
PS
17
Principal Securities
Iowa
$144K +$37.3K +1,281 +35%
GWM
18
Geneos Wealth Management
Colorado
$88.5K +$88.5K +3,038 New
WA
19
WPG Advisers
Maryland
$45.8K +$45.8K +1,571 New
AF
20
Advisornet Financial
Minnesota
$32K +$27.7K +952 +648%
CIA
21
Cape Investment Advisory
Georgia
$32K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$29K -$31.7K -1,073 -52%
UBS Group
23
UBS Group
Switzerland
$7.81K +$4.02K +138 +106%
WA
24
Whipplewood Advisors
Colorado
$3K +$3K +103 New
AssetMark Inc
25
AssetMark Inc
California
$2.94K