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

27 hedge funds and large institutions have $134M invested in SEI QiM U.S. Large Cap Low Volatility Active ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

4% more funds holding

Funds holding: 2627 (+1)

3% more capital invested

Capital invested by funds: $130M → $134M (+$3.45M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.82% less ownership

Funds ownership: 98.35%91.53% (-6.8%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
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
$84.7M -$1.52M -50,795 -2%
PIA
2
Pollock Investment Advisors
Michigan
$37.8M +$73.9K +2,470 +0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.61M -$421K -14,068 -14%
Truist Financial
4
Truist Financial
North Carolina
$2.42M -$463K -15,464 -16%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$979K +$111K +3,712 +13%
GWM
6
Geneos Wealth Management
Colorado
$965K +$17.7K +591 +19%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$720K +$185K +6,171 +36%
KF
8
K2 Financial
California
$665K +$7.9K +264 +1%
NA
9
NewEdge Advisors
Louisiana
$560K -$51.7K -1,728 -9%
MFG
10
Merit Financial Group
Georgia
$409K +$400K +13,376 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$336K +$329 +11 +0.1%
LPL Financial
12
LPL Financial
California
$320K +$35.6K +1,189 +13%
SWP
13
Stratos Wealth Partners
Ohio
$284K +$4.7K +157 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$251K -$179K -5,988 -42%
MWP
15
Meriwether Wealth & Planning
Louisiana
$248K
DE
16
Diversified Enterprises
Delaware
$213K +$208K +6,964 New
PS
17
Principal Securities
Iowa
$144K
WA
18
WPG Advisers
Maryland
$38.1K -$9.73K -325 -21%
AF
19
Advisornet Financial
Minnesota
$33.6K
CIA
20
Cape Investment Advisory
Georgia
$33.6K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$28K -$2.37K -79 -8%
UBS Group
22
UBS Group
Switzerland
$23.9K +$15.4K +514 +192%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.65K +$7.48K +250 New
BI
24
Binnacle Investments
Iowa
$7.34K +$7.18K +240 New
AssetMark Inc
25
AssetMark Inc
California
$4.01K +$898 +30 +30%

SELV Hedge Fund Activity: Q1 2025 in Review

27 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) for Q1 2025, worth a combined $134M — up 2.6% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SELV positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $400K. The largest seller was SEI Investments, cutting an estimated $1.52M.

  • 27 institutional investors held SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) as of Q1 2025, up from 26 in Q4 2024.
  • Funds reported $134M of SEI QiM U.S. Large Cap Low Volatility Active ETF stock for Q1 2025, up 2.6% quarter-over-quarter.
  • 5 funds opened new SEI QiM U.S. Large Cap Low Volatility Active ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF buyer in Q1 2025 was Merit Financial Group, an estimated $400K added.
  • The largest SEI QiM U.S. Large Cap Low Volatility Active ETF seller in Q1 2025 was SEI Investments, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2025.