Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SEI EXCHANGE TRADED FUNDS (SEIM)

57 + Investors. Track Smart Money conviction in SEIM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — SEIM

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SEIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
60 hedge funds hold SEIM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

36 buying26 selling
Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 8 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 5% conviction (2yr+) ■ 58% medium ■ 37% new
Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

15 → 13 → 8 → 12 → 15 new funds/Q
New funds entering each quarter: 13 → 8 → 12 → 15. A growing number of institutions are discovering SEIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 5% veterans, 52% new entrants

■ 5% veterans ■ 43% 1-2yr ■ 52% new
Of 60 current holders: 3 (5%) held 2+ years, 26 held 1–2 years, 31 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 60 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SEIM

In 2025 Q4, 36 hedge funds were net buyers of SEIM (15 opened a new position, 21 added to an existing one), while 26 reduced or exited (18 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: SEIM

How many hedge funds hold SEIM — quarterly history vs. share price
Quarterly hedge fund ownership of SEIM vs. share price

Market Analysis: SEIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SEI EXCHANGE TRADED FUNDS (SEIM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEIM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
SEIM
+13.6%
SPY
+42.5%

SEIM outperformed SPY by -28.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
SEIM
-0.8%
SPY
-1.8%

Since the filing became public, SEIM outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SEIM
2026 Q1 Stats Unlock in 1 days 57 + Investors

Track Smart Money conviction in SEIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 57 52 9.62%
13F Shares 16M 15M 6.96%
Total Value $741M $686M 7.97%
New Positions 13 12 +1
Increased Positions 21 30 -9
Closed Positions 8 7 +1
Reduced Positions 17 5 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEIM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SEIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMMIT WEALTH GROUP LLC / CO 11.56% 2,410,895 $109.8M
2 S&T BANK/PA 6.23% 366,602 $16.7M
3 K2 Financial Inc. 3.87% 104,952 $5.3M
4 Meriwether Wealth & Planning, LLC 1.19% 47,658 $2.2M
5 COMPASS CAPITAL CORP /MA/ /ADV 0.63% 34,169 $1.8M
6 SEI INVESTMENTS CO 0.57% 13,469,751 $613.5M
7 Cassady Wealth & Retirement Planning, LLC 0.56% 18,781 $866K
8 Lynx Investment Advisory 0.41% 18,658 $850K
9 Independent Wealth Network Inc. 0.27% 20,226 $921K
10 Accelerate Investment Advisors LLC 0.24% 7,852 $358K
11 Stewardship Advisors, LLC 0.23% 21,986 $1.0M
12 United Advisor Group, LLC 0.22% 38,365 $1.7M
13 Merit Financial Group, LLC 0.19% 575,358 $26.2M
14 CAHILL FINANCIAL ADVISORS INC 0.18% 35,619 $1.6M
15 WPG Advisers, LLC 0.13% 3,838 $175K
16 Investmark Advisory Group LLC 0.13% 6,542 $298K
17 Csenge Advisory Group 0.12% 59,254 $2.7M
18 Diversified Enterprises, LLC 0.10% 41,501 $1.9M
19 Silver Grove Financial Group, Inc. 0.09% 2,331 $106K
20 Ameritas Advisory Services, LLC 0.08% 45,051 $2.1M
21 Whipplewood Advisors, LLC 0.07% 3,070 $140K
22 EXENCIAL WEALTH ADVISORS, LLC 0.07% 47,752 $2.2M
23 Beacon Pointe Advisors, LLC 0.06% 244,064 $11.1M
24 LexAurum Advisors, LLC 0.05% 8,175 $372K
25 Rossby Financial, LCC 0.03% 3,601 $167K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SEI EXCHANGE TRADED FUNDS (SEIM)

What does the Smart Money Trend signal show for SEIM?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SEIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SEIM?

Slight buying edge — 58% buying: Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SEIM holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 60 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEIM?

Mostly new holders — 37% entered in last year: Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy SEI EXCHANGE TRADED FUNDS (SEIM) following the 2026 Q1 hedge fund 13F filings?

As of today, SEIM has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), SEIM has gained +13.6% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.