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SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV) Institutional Ownership

SEI Enhanced U.S. Large Cap Value Factor ETF logo
$34.57 +1.12 (+3.36%)
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Value Factor ETF (BATS:SEIV)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$420.52M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.49M
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SEIV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Stewardship Advisors LLC14,028$465K0.1%+19.0%0.094%
1/21/2025Geneos Wealth Management Inc.32,872$1.09M0.0%N/A0.219%
1/14/2025 Accurate Wealth Management LLC6,824$226K0.0%-5.6%0.045%
1/14/2025 Hart & Patterson Financial Group LLC240,780$7.97M3.9%-4.8%1.605%
1/13/2025 AdvisorNet Financial Inc1,434$47K0.0%-43.2%0.010%
11/15/2024Continuum Advisory LLC3,103$106K0.0%-29.6%0.021%
11/15/2024Jane Street Group LLC23,592$777K0.0%+167.5%0.157%
11/5/2024Lynx Investment Advisory16,508$544K0.4%+5.8%0.110%
10/30/2024United Advisor Group LLC11,745$387K0.1%-48.6%0.078%
10/28/2024Petra Financial Advisors Inc.32,956$1.09M0.7%+1.8%0.220%
10/24/2024 Wealth Enhancement Advisory Services LLC67,983$2.24M0.0%+14.3%0.453%
10/22/2024Private Advisor Group LLC11,012$360K0.0%-4.0%0.073%
10/21/2024Stewardship Advisors LLC11,792$389K0.1%N/A0.079%
10/10/2024 Hart & Patterson Financial Group LLC252,888$8.33M3.9%-2.3%1.686%
8/21/2024Truist Financial Corp296,646$9.24M0.0%-2.3%1.978%
8/16/2024NewEdge Advisors LLC41,500$1.29M0.0%N/A0.277%
8/13/2024Sei Investments Co.13,018,949$405.55M0.6%-1.9%86.793%
8/8/2024Envestnet Asset Management Inc.306,110$9.54M0.0%-1.7%2.041%
8/7/2024Cahill Financial Advisors Inc.77,912$2.43M0.3%-0.5%0.519%
7/26/2024Cambridge Investment Research Advisors Inc.43,118$1.34M0.0%+5.0%0.287%
7/19/2024MONECO Advisors LLC11,056$344K0.1%-21.0%0.074%
7/19/2024Petra Financial Advisors Inc.32,388$1.01M0.7%+69.8%0.216%
7/16/2024 Wealth Enhancement Advisory Services LLC59,465$1.85M0.0%+3.5%0.396%
7/16/2024 Hart & Patterson Financial Group LLC258,898$8.07M4.0%-0.9%1.726%
7/10/2024Csenge Advisory Group42,133$1.31M0.1%+10.6%0.281%
7/9/2024Lynx Investment Advisory15,600$486K0.4%N/A0.104%
5/7/2024Sei Investments Co.13,270,866$411.00M0.6%N/A87.887%
5/4/2024Csenge Advisory Group38,107$1.18M0.1%N/A0.252%
4/30/2024Perigon Wealth Management LLC33,837$1.05M0.0%N/A0.224%
4/26/2024MONECO Advisors LLC13,988$433K0.1%N/A0.093%
4/23/2024 Accurate Wealth Management LLC7,575$222K0.1%N/A0.051%
4/16/2024 Wealth Enhancement Advisory Services LLC57,471$1.78M0.0%N/A0.383%
1/29/2024Petra Financial Advisors Inc.19,077$537K0.4%+5.4%2.120%
4/20/2023Petra Financial Advisors Inc.13,300$321K0.3%+11.3%1.478%
2/7/2023IFP Advisors Inc4,916$124K0.0%+81,833.3%0.000%
(Data available from 1/1/2016 forward)

SEIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIV shares?

During the previous two years, 22 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Value Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($405.55M), Envestnet Asset Management Inc. ($9.54M), Truist Financial Corp ($9.24M), Hart & Patterson Financial Group LLC ($7.97M), Cahill Financial Advisors Inc. ($2.43M), Wealth Enhancement Advisory Services LLC ($2.24M), and Cambridge Investment Research Advisors Inc. ($1.34M).Learn more on SEIV's institutional investors.

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

Of the 14 institutional investors that purchased SEI Enhanced U.S. Large Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($13.27M), Wealth Enhancement Advisory Services LLC ($67.98K), Csenge Advisory Group ($42.13K), NewEdge Advisors LLC ($41.50K), Perigon Wealth Management LLC ($33.84K), Geneos Wealth Management Inc. ($32.87K), and Lynx Investment Advisory ($16.51K).

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

Institutional investors have bought a total of 13,579,214 shares in the last 24 months. This purchase volume represents approximately $420.66M in transactions.

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

Of the 11 institutional investors that sold SEI Enhanced U.S. Large Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($251.92K), Hart & Patterson Financial Group LLC ($20.35K), United Advisor Group LLC ($11.11K), Truist Financial Corp ($7.12K), Envestnet Asset Management Inc. ($5.42K), MONECO Advisors LLC ($2.93K), and Continuum Advisory LLC ($1.30K).

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

Institutional investors have sold a total of 302,508 shares in the last 24 months. This volume of shares sold represents approximately $9.49M in transactions.



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