SEI Investments on Tuesday launched the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS), an actively managed U.S. equity ETF designed to bring the firm’s established quantitative factor allocation strategy to investors through an ETF wrapper. The new fund is managed by SEI’s Quantitative Investment Management (QiM) team and is positioned as a core U.S. equity allocation offering that combines active management with the transparency, scalability, tax efficiency, and accessibility of the ETF structure.
SEUS employs the same investment process that QiM has used across other vehicles, blending dynamic factor allocation with active stock selection and disciplined risk management in a diversified portfolio. The strategy seeks to adjust to changing market conditions while maintaining exposure to factors that have historically generated long-term returns.
Key features of SEUS:
–Fund type: Actively managed core U.S. equity ETF
–Expense ratio: 0.30%
–Investment approach: Dynamic active factor allocation combined with active stock selection and disciplined risk management
–Portfolio objective: Maintain diversified U.S. equity exposure while adapting to changing market conditions
–Top Holdings: Nvidia Corp (NASDAQ:NVDA), Apple, Inc (NASDAQ:AAPL), Alphabet, Inc (NASDAQ:GOOGL), and Microsoft Corp (NASDAQ:MSFT)
–Research platform: Built on QiM’s proprietary factor research, integrated risk models, and dedicated portfolio management oversight
–ETF benefits: Transparent structure, tax efficiency, scalability, and accessibility
According to SEI, the launch extends its quantitative investment capabilities into a single-ticker ETF format, giving investors access to the firm’s proprietary factor research and portfolio management expertise. As of March 31, SEI managed, advised, or administered approximately $1.9 trillion in assets, while QiM oversaw more than $30 billion in quantitative investment strategies.
Robert Hum, SEI’s Head of Investment Product and Commercialization, said the ETF is designed to help investors navigate evolving markets by combining dynamic factor allocation, active stock selection, and disciplined risk management in a transparent, tax-efficient vehicle.
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