SEI Enhanced US Large Cap Momentum Factor ETFSEIM
SEIM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
28% more funds holding
Funds holding: 36 [Q3] → 46 (+10) [Q4]
2% less capital invested
Capital invested by funds: $493M [Q3] → $484M (-$8.68M) [Q4]
4.02% less ownership
Funds ownership: 95.24% [Q3] → 91.23% (-4.02%) [Q4]
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Research analyst outlook
We haven’t received any recent analyst ratings for SEIM.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
SEIM: Strong Momentum, But Higher Risk
SEIM follows a momentum investing strategy with a quantitative, rules-based approach, selecting stocks based on price trends, earnings growth, and analyst outlooks. While SEIM has outperformed the S&P 500 since its inception, it has underperformed compared to FDMO, which has a higher large-cap stock exposure. SEIM's higher proportion of mid-cap and small-cap stocks may result in greater downside risk compared to FDMO, especially in economic downturns.
Positive
Seeking Alpha
5 months ago
SEIM: Momentum Is Where It's At
The SEI Enhanced US Large Cap Momentum Factor ETF focuses on U.S. large-cap stocks with strong recent performance, leveraging the momentum factor. The SEIM ETF's strategy is rules-based, using SEI Investments Management Corporation's model to select stocks, with a significant allocation to tech, industrials, and healthcare sectors. The fund's active management allows quick adjustments to market shifts, but it carries risks like sharp reversals and higher trading costs due to its momentum focus.
Positive
MarketBeat
5 months ago
3 ETFs With Low Fees and Market-Beating Returns
The appeal of exchange-traded funds (ETFs) is clear: increase the diversification of your portfolio by targeting a large basket of equities with a single ticker to trade, and leave oversight of that basket to professional fund managers. It's no wonder that ETFs have ballooned in popularity, now comprising more than 10,000 funds managing over $11 trillion in assets.
Positive
Seeking Alpha
6 months ago
SEIM Vs. SPMO: Stick With Better Known Momentum ETF
The Invesco S&P 500 Momentum ETF (SPMO) has outperformed the SPDR S&P 500 ETF (SPY) since 2015, with $2.2b in AUM and 13bps in fees. The SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM), launched in 2022, has $500m in AUM, 15bps in fees, and benchmarks against the S&P 500 TR Index. SEIM significantly underperforms both SPY and SPMO, leading to a Strong Sell rating for SEIM.
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