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SoFi Select 500 ETF
SFY

Overview Fund Activity

40 hedge funds and large institutions have $255M invested in SoFi Select 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
17
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Mustico Financial Group
New York
$8.42M
2
ACM
2
Advisors Capital Management
New Jersey
$9.96M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.45M
5
SW
5
SoFi Wealth
California
$207M

Top Sellers

1
GS
1
GTS Securities
New York
$0
2
CLGM
2
Capitolis Liquid Global Markets
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$286K
4
SRC
4
Shufro Rose & Co
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$28.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$226K 1,911 +1,911 New
Morgan Stanley
27
Morgan Stanley
New York
$179K 1,514 +3 +0.2%
PA
28
Parallel Advisors
California
$51.2K 433 +2 +0.5%
HNB
29
Huntington National Bank
Ohio
– – – –
AWM
30
AE Wealth Management
Kansas
$39K 330 +330 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$36.1K 306 -789 -72%
UBS Group
32
UBS Group
Switzerland
$28.4K 240 -4,106 -94%
CWP
33
Concord Wealth Partners
Virginia
$20K 169 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$19K 165 +141 +588%
AIC
35
Archer Investment Corporation
Indiana
$17.5K 148 – –
Wells Fargo
36
Wells Fargo
California
$8.83K 75 +1 +1%
IA
37
IFP Advisors
Florida
$6.73K 57 -527 -90%
KSWA
38
Kathleen S. Wright Associates
Pennsylvania
$5.79K 49 – –
AWM
39
Abound Wealth Management
Tennessee
$4.84K 41 +41 New
FFA
40
Farther Finance Advisors
California
$1.3K 11 – –
ACA
41
American Capital Advisory
Idaho
$358 3 -1 -25%
S
42
SignatureFD
Georgia
– – -5 Closed
GS
43
GTS Securities
New York
– – -39,192 Closed
CLGM
44
Capitolis Liquid Global Markets
New York
– – -34,000 Closed
SRC
45
Shufro Rose & Co
New York
– – -5,940 Closed
Jane Street
46
Jane Street
New York
– – -4,676 Closed
Fisher Asset Management
47
Fisher Asset Management
Washington
– – -3,244 Closed
Wealthfront Advisers
48
Wealthfront Advisers
California
– – -2,362 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– – -62 Closed
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