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SoFi Select 500 ETF

57 hedge funds and large institutions have $276M invested in SoFi Select 500 ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

6% more funds holding

Funds holding: 5457 (+3)

0.26% more ownership

Funds ownership: 47.95%48.2% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $277M → $276M (-$1.21M)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
LJI Wealth Management
Indiana
$286K
NA
27
NewEdge Advisors
Louisiana
$267K
Creative Planning
28
Creative Planning
Kansas
$228K
Corient Private Wealth
29
Corient Private Wealth
Florida
$228K -$240K -1,830 -50%
UBS Group
30
UBS Group
Switzerland
$217K +$228K +1,737 New
Financial Engines Advisors
31
Financial Engines Advisors
California
$205K -$9.7K -74 -4%
VAI
32
Vanguard Advisers Inc
Pennsylvania
$159K +$167K +1,275 New
Morgan Stanley
33
Morgan Stanley
New York
$155K -$31.3K -239 -16%
KFAS
34
Keating Financial Advisory Services
Kansas
$131K
AssetMark Inc
35
AssetMark Inc
California
$80.3K -$3.02K -23 -3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$79K +$82.6K +630 +21,000%
PA
37
Parallel Advisors
California
$54.3K +$262 +2 +0.5%
Osaic Holdings
38
Osaic Holdings
Arizona
$50.7K +$18.4K +140 +53%
HNB
39
Huntington National Bank
Ohio
$49.9K
AWM
40
AE Wealth Management
Kansas
$41.2K
FFA
41
Farther Finance Advisors
California
$39.1K +$40.4K +308 +15,400%
RFP
42
Root Financial Partners
California
$25.8K -$15.7K -120 -37%
BlackRock
43
BlackRock
New York
$19.3K +$131 +1 +0.6%
AIC
44
Archer Investment Corporation
Indiana
$18.5K
Franklin Resources
45
Franklin Resources
California
$15K +$15.7K +120 New
AF
46
Allworth Financial
California
$13.7K +$14.4K +110 New
Wells Fargo
47
Wells Fargo
California
$13.6K -$131 -1 -0.9%
TCM
48
Triumph Capital Management
Colorado
$12.5K
IA
49
IFP Advisors
Florida
$7.12K
AWM
50
Abound Wealth Management
Tennessee
$5.24K +$131 +1 +2%

SFY Hedge Fund Activity: Q1 2026 in Review

57 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q1 2026, worth a combined $276M — down 0.44% from $277M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SFY positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was SoFi Wealth, adding an estimated $14.5M. The largest seller was Advisors Capital Management, cutting an estimated $10.3M.

  • 57 institutional investors held SoFi Select 500 ETF (SFY) as of Q1 2026, up from 54 in Q4 2025.
  • Funds reported $276M of SoFi Select 500 ETF stock for Q1 2026, down 0.44% quarter-over-quarter.
  • 8 funds opened new SoFi Select 500 ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest SoFi Select 500 ETF buyer in Q1 2026 was SoFi Wealth, an estimated $14.5M added.
  • The largest SoFi Select 500 ETF seller in Q1 2026 was Advisors Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2026.