SoFi Select 500 ETF
SFY
34 hedge funds and large institutions have $749M invested in SoFi Select 500 ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
61.84% more ownership
Funds ownership: 15.52% → 77.36% (+62%)
26% more funds holding
Funds holding: 27 → 34 (+7)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $691M → $749M (+$58.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$13.1M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$3.7M |
| 3 |
GS
GTS Securities
New York
|
+$3.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$860K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$295K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
-$24.1K |
| 4 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$16.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | -$860K | -7,873 | -97% |
|
|
CWP
27
Concord Wealth Partners
Abingdon,
Virginia
| $18.4K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $16.4K | +$16.5K | +151 | New |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $16.1K | – | – | – |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.78K | -$109 | -1 | -2% |
|
|
NWM
31
Nova Wealth Management
Bonita Springs,
Florida
| $3.81K | +$3.82K | +35 | New |
|
|
FFA
32
Farther Finance Advisors
San Francisco,
California
| $1.2K | – | – | – |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| $547 | -$109 | -1 | -17% |
|
|
ACA
34
American Capital Advisory
Ketchum,
Idaho
| $437 | +$437 | +4 | New |
|
35
Wells Fargo
San Francisco,
California
| $163 | +$109 | +1 | New |
|
|
36
UBS Group
Zurich,
Switzerland
| – | -$11K | -106 | Closed |
|
|
PS
37
Principal Securities
Des Moines,
Iowa
| – | -$4.68K | -45 | Closed |
|
SFY Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q4 2024, worth a combined $749M — up 8.4% from $691M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SFY positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $13.1M. The largest seller was Royal Bank of Canada, cutting an estimated $860K.
- 34 institutional investors held SoFi Select 500 ETF (SFY) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $749M of SoFi Select 500 ETF stock for Q4 2024, up 8.4% quarter-over-quarter.
- 13 funds opened new SoFi Select 500 ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest SoFi Select 500 ETF buyer in Q4 2024 was SoFi Wealth, an estimated $13.1M added.
- The largest SoFi Select 500 ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $860K sold.
Based on aggregated 13F filings for Q4 2024.