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SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) Institutional Ownership

SEI Enhanced U.S. Large Cap Momentum Factor ETF logo
$36.12
-0.01 (-0.03%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$413.73M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.87M
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SEIM Institutional Buying and Selling by Quarter

SEI Enhanced U.S. Large Cap Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 United Advisor Group LLC11,141$402K0.1%-48.7%0.077%
10/28/2024 Petra Financial Advisors Inc.31,318$1.13M0.7%+1.4%0.216%
10/24/2024 Wealth Enhancement Advisory Services LLC64,086$2.32M0.0%+12.5%0.442%
10/22/2024 Private Advisor Group LLC10,537$378K0.0%-4.4%0.073%
10/21/2024 Stewardship Advisors LLC10,962$396K0.1%N/A0.076%
10/10/2024 Hart & Patterson Financial Group LLC236,893$8.56M4.1%-4.2%1.634%
8/21/2024Truist Financial Corp279,808$9.29M0.0%-2.1%1.930%
8/16/2024NewEdge Advisors LLC39,940$1.33M0.0%N/A0.275%
8/13/2024Sei Investments Co.12,458,386$413.62M0.6%-1.4%85.920%
8/8/2024Envestnet Asset Management Inc.288,987$9.59M0.0%-1.4%1.993%
7/26/2024 Cambridge Investment Research Advisors Inc.40,609$1.35M0.0%+4.3%0.280%
7/19/2024 MONECO Advisors LLC10,688$355K0.1%-20.4%0.074%
7/19/2024 Petra Financial Advisors Inc.30,881$1.03M0.7%+67.9%0.213%
7/16/2024 Wealth Enhancement Advisory Services LLC56,988$1.89M0.0%+4.1%0.393%
7/10/2024Csenge Advisory Group40,114$1.33M0.1%+11.0%0.277%
7/9/2024Lynx Investment Advisory14,902$495K0.4%N/A0.103%
5/7/2024Sei Investments Co.12,628,947$405.91M0.6%N/A87.701%
5/4/2024Csenge Advisory Group36,149$1.16M0.1%N/A0.251%
4/30/2024 Perigon Wealth Management LLC32,236$1.04M0.0%N/A0.224%
4/26/2024 MONECO Advisors LLC13,421$431K0.1%N/A0.093%
4/23/2024Accurate Wealth Management LLC7,312$217K0.1%N/A0.051%
4/16/2024 Wealth Enhancement Advisory Services LLC54,738$1.76M0.0%N/A0.380%
1/29/2024 Petra Financial Advisors Inc.18,394$513K0.4%+5.6%2.044%
4/20/2023 Petra Financial Advisors Inc.12,603$321K0.3%+11.0%1.575%
2/7/2023IFP Advisors Inc4,717$120K0.0%+94,240.0%0.000%
(Data available from 1/1/2016 forward)

SEIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIM shares?

During the previous two years, 17 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Momentum Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($413.62M), Envestnet Asset Management Inc. ($9.59M), Truist Financial Corp ($9.29M), Hart & Patterson Financial Group LLC ($8.56M), Wealth Enhancement Advisory Services LLC ($2.32M), Cambridge Investment Research Advisors Inc. ($1.35M), and Csenge Advisory Group ($1.33M).Learn more on SEIM's institutional investors.

Which institutional investors have been buying SEI Enhanced U.S. Large Cap Momentum Factor ETF stock?

Of the 12 institutional investors that purchased SEI Enhanced U.S. Large Cap Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($12.63M), Wealth Enhancement Advisory Services LLC ($64.09K), Csenge Advisory Group ($40.11K), NewEdge Advisors LLC ($39.94K), Perigon Wealth Management LLC ($32.24K), Petra Financial Advisors Inc. ($15.15K), and Lynx Investment Advisory ($14.90K).

How much institutional buying is happening at SEI Enhanced U.S. Large Cap Momentum Factor ETF?

Institutional investors have bought a total of 12,873,466 shares in the last 24 months. This purchase volume represents approximately $413.88M in transactions.

Which SEI Enhanced U.S. Large Cap Momentum Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold SEI Enhanced U.S. Large Cap Momentum Factor ETF stock in the last 24 months: Sei Investments Co. ($170.56K), United Advisor Group LLC ($10.58K), Hart & Patterson Financial Group LLC ($10.48K), Truist Financial Corp ($5.99K), Envestnet Asset Management Inc. ($4.11K), MONECO Advisors LLC ($2.73K), and Private Advisor Group LLC ($489.00).

How much institutional selling is happening at SEI Enhanced U.S. Large Cap Momentum Factor ETF?

Institutional investors have sold a total of 204,942 shares in the last 24 months. This volume of shares sold represents approximately $6.87M in transactions.



This page (BATS:SEIM) was last updated on 11/4/2024 by MarketBeat.com Staff
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