SoFi Select 500 ETF
SFY
17 hedge funds and large institutions have $291M invested in SoFi Select 500 ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 9 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
1% more capital invested
Capital invested by funds: $287M → $291M (+$3.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 16.59% → 16.43% (-0.16%)
23% less funds holding
Funds holding: 22 → 17 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$15.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$802K |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$802K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$186K |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$299K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$253K |
| 4 |
Jane Street
New York
|
-$229K |
| 5 |
Goldman Sachs
New York
|
-$151K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -11 | Closed |
|
SFY Hedge Fund Activity: Q3 2022 in Review
17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q3 2022, worth a combined $291M — up 1.3% from $287M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SFY and 4 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 7 added.
The largest buyer was SoFi Wealth, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.
- 17 institutional investors held SoFi Select 500 ETF (SFY) as of Q3 2022, down from 22 in Q2 2022.
- Funds reported $291M of SoFi Select 500 ETF stock for Q3 2022, up 1.3% quarter-over-quarter.
- 4 funds opened new SoFi Select 500 ETF positions in Q3 2022 and 9 closed out, a net change of -5 holders.
- The largest SoFi Select 500 ETF buyer in Q3 2022 was SoFi Wealth, an estimated $15.1M added.
- The largest SoFi Select 500 ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2022.