Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — SEIV

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEIV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
55 funds currently hold this stock — 90% of the 3.0-year high of 61 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+22% 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.
🟠

More sellers than buyers — 45% buying

30 buying37 selling
Last quarter: 37 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 18 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 35% new

■ 31% conviction (2yr+) ■ 35% medium ■ 35% new
Of the 55 current holders: 17 (31%) held >2 years, 19 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~10 new funds/quarter

11 → 8 → 10 → 18 → 10 new funds/Q
New funds entering each quarter: 8 → 10 → 18 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 11% veterans, 44% new entrants

■ 11% veterans ■ 45% 1-2yr ■ 44% new
Of 55 current holders: 6 (11%) held 2+ years, 25 held 1–2 years, 24 (44%) 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
6 of 55 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — SEIV

In 2026 Q1, 30 hedge funds were net buyers of SEIV (10 opened a new position, 20 added to an existing one), while 37 reduced or exited (21 trimmed, 16 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: SEIV

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

Market Analysis: SEIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIV

-- --

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

Is It Too Late to Buy Sei Exchange Traded Funds (SEIV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEIV 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 · 83d ago
SEIV
+15.6%
SPY
+14.8%

SEIV outperformed SPY by +0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
SEIV
+5.7%
SPY
+1.0%

Since the filing became public, SEIV outperformed SPY by +4.7% .

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SEIV
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 61 -9.84%
13F Shares 20M 20M 0.08%
Total Value $837M $840M -0.31%
New Positions 10 18 -8
Increased Positions 20 15 +5
Closed Positions 16 4 +12
Reduced Positions 21 22 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 SEIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 11.98% 2,739,657 $113.9M
2 S&T Bank/Pa 6.49% 418,213 $17.4M
3 K2 Financial Inc. 3.73% 116,567 $5.1M
4 Compass Capital Corp /Ma/ /Adv 0.63% 38,815 $1.8M
5 Sei Investments Co 0.57% 14,939,112 $620.9M
6 Cassady Wealth & Retirement Planning, LLC 0.57% 21,157 $878K
7 Lynx Investment Advisory 0.44% 22,278 $926K
8 TBH Global Asset Management, LLC 0.28% 34,706 $1.4M
9 Accelerate Investment Advisors LLC 0.24% 8,566 $356K
10 Stewardship Advisors, LLC 0.24% 24,657 $1.0M
11 United Advisor Group, LLC 0.22% 42,899 $1.8M
12 Sonoma Allocations LLC 0.22% 15,206 $636K
13 Meriwether Wealth & Planning, LLC 0.19% 8,167 $339K
14 Cahill Financial Advisors Inc 0.18% 39,736 $1.7M
15 WPG Advisers, LLC 0.13% 4,286 $178K
16 Csenge Advisory Group 0.13% 66,302 $2.8M
17 Diversified Enterprises, LLC 0.10% 46,119 $1.9M
18 Uptick Partners, LLC 0.10% 12,035 $500K
19 Silver Grove Financial Group, Inc. 0.09% 2,553 $106K
20 Ameritas Advisory Services, LLC 0.08% 50,076 $2.1M
21 Whipplewood Advisors, LLC 0.08% 3,601 $150K
22 Independent Wealth Network Inc. 0.07% 5,727 $238K
23 Exencial Wealth Advisors, LLC 0.07% 53,237 $2.2M
24 Beacon Pointe Advisors, LLC 0.06% 272,159 $11.3M
25 Merit Financial Group, LLC 0.05% 176,464 $7.3M
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 (SEIV)

What does the Smart Money Trend signal show for SEIV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEIV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SEIV?

More sellers than buyers — 45% buying: Last quarter: 37 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SEIV holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 55 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 SEIV?

Mixed — 31% long-term, 35% new: Of the 55 current holders: 17 (31%) held >2 years, 19 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Sei Exchange Traded Funds (SEIV) following the 2026 Q1 hedge fund 13F filings?

As of today, SEIV has moved +5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), SEIV has gained +15.6% vs +14.8% 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.

Full history →