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SEI Enhanced U.S. Large Cap Quality Factor ETF (SEIQ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$200.18M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$332.96K
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SEIQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Stewardship Advisors LLC6,792$237K0.1%N/A0.096%
1/21/2025Geneos Wealth Management Inc.15,972$558K0.0%N/A0.225%
1/14/2025 Hart & Patterson Financial Group LLC117,111$4.09M2.0%-2.1%1.649%
11/15/2024Continuum Advisory LLC1,462$53K0.0%-27.3%0.021%
11/5/2024Lynx Investment Advisory7,631$266K0.2%+5.5%0.107%
10/28/2024Petra Financial Advisors Inc.15,452$539K0.4%+2.5%0.218%
10/24/2024 Wealth Enhancement Advisory Services LLC31,942$1.11M0.0%+14.8%0.450%
10/22/2024 My Legacy Advisors LLC7,447$260K0.1%-5.7%0.105%
10/10/2024 Hart & Patterson Financial Group LLC119,583$4.17M2.0%-1.7%1.684%
8/21/2024Truist Financial Corp135,856$4.49M0.0%-1.8%1.913%
8/13/2024Sei Investments Co.6,094,389$201.42M0.3%+0.3%85.836%
8/8/2024Envestnet Asset Management Inc.140,191$4.63M0.0%-1.2%1.975%
7/24/2024 My Legacy Advisors LLC7,900$261K0.1%N/A0.111%
7/19/2024Petra Financial Advisors Inc.15,074$498K0.4%+72.9%0.212%
7/16/2024 Wealth Enhancement Advisory Services LLC27,833$920K0.0%+5.9%0.392%
7/16/2024 Hart & Patterson Financial Group LLC121,619$4.02M2.0%+3.7%1.713%
7/10/2024Csenge Advisory Group19,786$654K0.0%+12.8%0.279%
7/9/2024Lynx Investment Advisory7,234$239K0.2%N/A0.102%
5/7/2024Sei Investments Co.6,074,886$195.45M0.3%N/A85.562%
5/4/2024Csenge Advisory Group17,543$564K0.0%N/A0.247%
4/30/2024Perigon Wealth Management LLC15,577$501K0.0%N/A0.219%
4/26/2024MONECO Advisors LLC6,495$209K0.0%N/A0.093%
4/16/2024 Wealth Enhancement Advisory Services LLC26,283$846K0.0%N/A0.375%
1/29/2024Petra Financial Advisors Inc.8,718$265K0.2%+5.3%1.744%
2/7/2023IFP Advisors Inc2,333$60K0.0%+77,666.7%0.000%
(Data available from 1/1/2016 forward)

SEIQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIQ shares?

During the previous two years, 15 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Quality Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($201.42M), Envestnet Asset Management Inc. ($4.63M), Truist Financial Corp ($4.49M), Hart & Patterson Financial Group LLC ($4.09M), Wealth Enhancement Advisory Services LLC ($1.11M), Csenge Advisory Group ($654K), and Geneos Wealth Management Inc. ($558K).Learn more on SEIQ's institutional investors.

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

Of the 12 institutional investors that purchased SEI Enhanced U.S. Large Cap Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($6.09M), Wealth Enhancement Advisory Services LLC ($31.94K), Csenge Advisory Group ($19.79K), Geneos Wealth Management Inc. ($15.97K), Perigon Wealth Management LLC ($15.58K), My Legacy Advisors LLC ($7.90K), and Lynx Investment Advisory ($7.63K).

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

Institutional investors have bought a total of 6,220,351 shares in the last 24 months. This purchase volume represents approximately $200.24M in transactions.

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

The following institutional investors have sold SEI Enhanced U.S. Large Cap Quality Factor ETF stock in the last 24 months: Hart & Patterson Financial Group LLC ($4.51K), Truist Financial Corp ($2.54K), Envestnet Asset Management Inc. ($1.70K), Continuum Advisory LLC ($550.00), and My Legacy Advisors LLC ($453.00).

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

Institutional investors have sold a total of 9,755 shares in the last 24 months. This volume of shares sold represents approximately $332.96K in transactions.



This page (BATS:SEIQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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