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SoFi Select 500 ETF

42 hedge funds and large institutions have $257M invested in SoFi Select 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $209M → $257M (+$47.6M)

8% more funds holding

Funds holding: 3942 (+3)

2.59% more ownership

Funds ownership: 47.19%49.78% (+2.6%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.55%
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
16
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$226K +$204K +1,911 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$216K +$196K +1,830 New
Morgan Stanley
28
Morgan Stanley
New York
$179K +$321 +3 +0.2%
PA
29
Parallel Advisors
California
$51.2K +$214 +2 +0.5%
HNB
30
Huntington National Bank
Ohio
$47.3K
AWM
31
AE Wealth Management
Kansas
$39K +$35.3K +330 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$36.1K -$84.3K -789 -72%
UBS Group
33
UBS Group
Switzerland
$28.4K -$439K -4,106 -94%
CWP
34
Concord Wealth Partners
Virginia
$20K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$19K +$15.1K +141 +588%
Osaic Holdings
36
Osaic Holdings
Arizona
$18.8K -$1.6K -15 -8%
AIC
37
Archer Investment Corporation
Indiana
$17.5K
Wells Fargo
38
Wells Fargo
California
$8.83K +$107 +1 +1%
IA
39
IFP Advisors
Florida
$6.73K -$56.3K -527 -90%
KSWA
40
Kathleen S. Wright Associates
Pennsylvania
$5.79K
AWM
41
Abound Wealth Management
Tennessee
$4.84K +$4.38K +41 New
FFA
42
Farther Finance Advisors
California
$1.3K
ACA
43
American Capital Advisory
Idaho
$358 -$107 -1 -25%
S
44
SignatureFD
Georgia
$3 -$534 -5 Closed
GS
45
GTS Securities
New York
-$3.99M -39,192 Closed
CLGM
46
Capitolis Liquid Global Markets
New York
-$3.47M -34,000 Closed
SRC
47
Shufro Rose & Co
New York
-$605K -5,940 Closed
Jane Street
48
Jane Street
New York
-$477K -4,676 Closed
Fisher Asset Management
49
Fisher Asset Management
Washington
-$331K -3,244 Closed
Wealthfront Advisers
50
Wealthfront Advisers
California
-$241K -2,362 Closed

SFY Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q2 2025, worth a combined $257M — up 23% from $209M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFY positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Capital Management, adding an estimated $4.36M. The largest seller was GTS Securities, exiting entirely with an estimated $3.99M sold.

  • 42 institutional investors held SoFi Select 500 ETF (SFY) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $257M of SoFi Select 500 ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 11 funds opened new SoFi Select 500 ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest SoFi Select 500 ETF buyer in Q2 2025 was Advisors Capital Management, an estimated $4.36M added.
  • The largest SoFi Select 500 ETF seller in Q2 2025 was GTS Securities, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2025.