S
SEI Enhanced U.S. Large Cap Value Factor
SEIV • BATS
SEI Enhanced U.S. Large Cap Value Factor is an exchange-traded fund on BATS. As of Q3 2025, 48 institutional investors hold shares in this ETF, with total holdings valued at $684.4M. SEI INVESTMENTS CO is the largest holder with a position valued at $587.3M.
Overview
Overview of institutional ownership in SEIV as of Q3 2025
All Institutions
- Institutions
- 48
- Value Held
- $684.4M
- Shares Held
- 17.6M
- Avg Position
- $14.3M
- Median Position
- $709.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $601.0K
- Shares Held
- 15.5K
- Avg Position
- $601.0K
- Median Position
- $601.0K
Biggest Investors
Institutions with the largest positions in SEIV as of Q3 2025
| Institution | Position Value |
|---|---|
S SEI INVESTMENTS CO Institution | $587.3M 0.63% of portfolio |
S S&T BANK/PA Institution | $13.8M 4.19% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $12.4M 0.00% of portfolio |
 BB&T CORP Institution | $11.5M 0.02% of portfolio |
 Beacon Pointe Advisors, LLC RIA/Wealth | $11.0M 0.09% of portfolio |
$7.4M 0.02% of portfolio | |
 K2 Financial Inc. RIA/Wealth | $4.6M 3.68% of portfolio |
 Merit Financial Group, LLC RIA/Wealth | $4.1M 0.04% of portfolio |
$4.1M 0.01% of portfolio | |
 Csenge Advisory Group RIA/Wealth | $2.6M 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SEIV in Q3 2025
- Traded
- +$131.4M
- Buyers
- 41
- Sellers
- 10
- Total Bought
- +$142.2M
- Total Sold
- −$10.8M
- Avg Position
- $12.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
S SEI INVESTMENTS CO Institution | +$105.2M +2.7M shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$11.0M +282.7K shares |
S S&T BANK/PA Institution | +$5.9M +150.5K shares |
+$5.5M +142.2K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.9M +48.8K shares |
BB&T CORP Institution | +$1.8M +45.7K shares |
A Apella Capital, LLC Institution | +$1.3M +33.6K shares |
A Advisor Group Holdings, Inc. Institution | +$1.1M +28.7K shares |
Merit Financial Group, LLC RIA/Wealth | +$895.0K +23.0K shares |
+$855.6K +22.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | −$6.4M −179.0K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$3.8M −106.6K shares |
 UBS Group AG Institution | −$364.0K −10.2K shares |
 Cetera Investment Advisers RIA/Wealth | −$218.8K −6.1K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$10.0K −280.0 shares |
 US BANCORP \DE\ Institution | −$9.7K −271.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$8.1K −209.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | −$3.6K −101.0 shares |
 JPMORGAN CHASE & CO Institution | −$3.0K −85.0 shares |
 MAI Wealth Advisors RIA/Wealth | −$194.5 −5.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SEIV in Q3 2025
- New Positions
- 6
- New Value
- $12.5M
- Exited Positions
- 8
- Exited Value
- $10.8M
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $11.0M 282.7K shares |
A Apella Capital, LLC Institution | $1.3M 33.6K shares |
 Larson Financial Group LLC RIA/Wealth | $100.1K 2.6K shares |
T Turning Point Benefit Group, Inc. Institution | $84.1K 2.2K shares |
 Johnson Financial Group, Inc. RIA/Wealth | $4.8K 124.0 shares |
 CoreCap Advisors, LLC RIA/Wealth | $3.7K 94.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $6.4M 179.0K shares |
Geneos Wealth Management Inc. RIA/Wealth | $3.8M 106.6K shares |
UBS Group AG Institution | $364.0K 10.2K shares |
Cetera Investment Advisers RIA/Wealth | $218.8K 6.1K shares |
Farther Finance Advisors, LLC RIA/Wealth | $10.0K 280.0 shares |
US BANCORP \DE\ Institution | $9.7K 271.0 shares |
Global Retirement Partners, LLC RIA/Wealth | $3.6K 101.0 shares |
JPMORGAN CHASE & CO Institution | $3.0K 85.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SEIV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SEIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S S&T BANK/PA Institution | 4.19% $13.8M |
K2 Financial Inc. RIA/Wealth | 3.68% $4.6M |
 PETRA FINANCIAL ADVISORS INC RIA/Wealth | 0.81% $1.4M |
S SEI INVESTMENTS CO Institution | 0.63% $587.3M |
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | 0.60% $1.3M |
 Lynx Investment Advisory RIA/Wealth | 0.46% $762.3K |
 OHE FINANCIAL INC RIA/Wealth | 0.27% $2.4M |
 Stewardship Advisors, LLC RIA/Wealth | 0.22% $919.0K |
 United Advisor Group, LLC RIA/Wealth | 0.21% $1.5M |
B Binnacle Investments Inc Institution | 0.19% $310.8K |
Hedge Fund Spotlight
Discover hedge funds investing in SEIV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
S
Position in SEI Enhanced U.S. Large Cap Value Factor
- Market Value
- $601.0K
- Shares Held
- 15.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
