Symmetry Partners Launches Its First ETF with SEI's AIC Support
On September 10, 2025, Symmetry Partners unveiled its first exchange-traded fund (ETF), the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM), through the Advisors' Inner Circle Fund (AIC) platform provided by SEI (NASDAQ: SEIC). This significant launch reflects an ongoing partnership that has seen SEI providing operational support for Symmetry's mutual funds since 2018.
The new ETF is rooted in a separately managed account (SMA) strategy that has been operational since 2018 and utilizes a systematic, rules-based method. By focusing on cross-sectional momentum, the ETF aims to identify and capitalize on performance trends across the eleven sectors of the S&P 500. The fund employs a dual-signal approach, which analyzes price momentum over the past six and twelve months, and adjusts its holdings between three and six sectors based on these insights.
David Connelley, CEO of Symmetry Partners, articulated the driving force behind the ETF's creation. He noted that, "Investor demand for transparency, liquidity, and tax efficiency continues to grow, and we recognized the need to evolve to meet that demand as part of our diversified range of solutions." This transition not only allows Symmetry to advance in the competitive investment landscape but also reaffirms its commitment to offering accessible, scalable, and tax-efficient investment strategies. Through SEI's robust infrastructure and operational expertise, Symmetry Partners successfully navigated the complexities of launching an ETF, marking this moment as a milestone in their firm’s history.
As the financial market continues to evolve, the surge in ETF launches has been notable. According to reports, a record number of 1,308 ETFs were introduced globally as of June 30, 2025—a nearly 20% increase from the same time the previous year. This rise indicates a growing interest in diversified investment strategies, particularly those that are actively managed and have thematic focusing. With the introduction of Symmetry's ET, SEI has facilitated the launch of 32 ETFs in 2025 alone, showcasing their leadership in supporting asset managers in transitioning to this versatile investment vehicle.
Mike Beattie, Managing Director of SEI's Investment Manager Services, commented on the strategic partnership, recognizing that asset managers are increasingly aware of the advantages that ETFs present. "From greater flexibility and lower expense ratios to enhanced tax efficiency and improved transparency, these benefits are essential as managers seek to unlock growth opportunities," he mentioned. His statement underscores the paradigm shift within the investment industry, as traditional barriers are diminished, allowing for innovative investment strategies to flourish within ETF structures.
The AIC, which saw significant growth, reaching $100 billion in net assets in 2024, currently supports 45 clients and 127 funds. This robust framework highlights SEI's role in pioneering the series trust concept over three decades ago and continues to provide investment firms with the necessary resources to thrive in a competitive market without the need to develop their operating infrastructures.
The introduction of the Symmetry Panoramic Sector Momentum ETF is not merely an expansion of product offerings for Symmetry Partners but a testament to their enduring collaboration with SEI, which empowers their growth and ability to meet the evolving needs of their clients. As the ETF landscape continues to grow, clients and investors can expect more innovative solutions designed to cater to diverse financial goals and preferences.
For more detailed information about the ETF, including investment objectives, risks, charges, and expenses, investors can refer to the fund's prospectus, which is available on the official website. As the financial services industry continues to navigate these transformative times, the commitment to providing clients with informed, efficient, and effective investment strategies remains paramount.
The new ETF is rooted in a separately managed account (SMA) strategy that has been operational since 2018 and utilizes a systematic, rules-based method. By focusing on cross-sectional momentum, the ETF aims to identify and capitalize on performance trends across the eleven sectors of the S&P 500. The fund employs a dual-signal approach, which analyzes price momentum over the past six and twelve months, and adjusts its holdings between three and six sectors based on these insights.
David Connelley, CEO of Symmetry Partners, articulated the driving force behind the ETF's creation. He noted that, "Investor demand for transparency, liquidity, and tax efficiency continues to grow, and we recognized the need to evolve to meet that demand as part of our diversified range of solutions." This transition not only allows Symmetry to advance in the competitive investment landscape but also reaffirms its commitment to offering accessible, scalable, and tax-efficient investment strategies. Through SEI's robust infrastructure and operational expertise, Symmetry Partners successfully navigated the complexities of launching an ETF, marking this moment as a milestone in their firm’s history.
As the financial market continues to evolve, the surge in ETF launches has been notable. According to reports, a record number of 1,308 ETFs were introduced globally as of June 30, 2025—a nearly 20% increase from the same time the previous year. This rise indicates a growing interest in diversified investment strategies, particularly those that are actively managed and have thematic focusing. With the introduction of Symmetry's ET, SEI has facilitated the launch of 32 ETFs in 2025 alone, showcasing their leadership in supporting asset managers in transitioning to this versatile investment vehicle.
Mike Beattie, Managing Director of SEI's Investment Manager Services, commented on the strategic partnership, recognizing that asset managers are increasingly aware of the advantages that ETFs present. "From greater flexibility and lower expense ratios to enhanced tax efficiency and improved transparency, these benefits are essential as managers seek to unlock growth opportunities," he mentioned. His statement underscores the paradigm shift within the investment industry, as traditional barriers are diminished, allowing for innovative investment strategies to flourish within ETF structures.
The AIC, which saw significant growth, reaching $100 billion in net assets in 2024, currently supports 45 clients and 127 funds. This robust framework highlights SEI's role in pioneering the series trust concept over three decades ago and continues to provide investment firms with the necessary resources to thrive in a competitive market without the need to develop their operating infrastructures.
The introduction of the Symmetry Panoramic Sector Momentum ETF is not merely an expansion of product offerings for Symmetry Partners but a testament to their enduring collaboration with SEI, which empowers their growth and ability to meet the evolving needs of their clients. As the ETF landscape continues to grow, clients and investors can expect more innovative solutions designed to cater to diverse financial goals and preferences.
For more detailed information about the ETF, including investment objectives, risks, charges, and expenses, investors can refer to the fund's prospectus, which is available on the official website. As the financial services industry continues to navigate these transformative times, the commitment to providing clients with informed, efficient, and effective investment strategies remains paramount.
Topics Financial Services & Investing）
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