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SoFi Select 500 ETF
SFY

Overview Fund Activity

41 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, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% 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
17
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advisors Capital Management
New Jersey
+$4.82M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.09M
4
SW
SoFi Wealth
California
+$1.94M
5
TI
Tidal Investments
Wisconsin
+$1.22M

Top Sellers

1
GS
GTS Securities
New York
-$3.99M
2
CLGM
Capitolis Liquid Global Markets
New York
-$3.47M
3
Bank of America
Bank of America
North Carolina
-$1.34M
4
SRC
Shufro Rose & Co
New York
-$605K
5
UBS Group
UBS Group
Switzerland
-$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$260K +$260K +2,205 New
Creative Planning
27
Creative Planning
Kansas
$226K +$226K +1,911 New
Morgan Stanley
28
Morgan Stanley
New York
$179K +$355 +3 +0.2%
PA
29
Parallel Advisors
California
$51.2K +$236 +2 +0.5%
HNB
30
Huntington National Bank
Ohio
$47.3K -$40.8K – –
AWM
31
AE Wealth Management
Kansas
$39K +$39K +330 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$36.1K -$93.2K -789 -72%
UBS Group
33
UBS Group
Switzerland
$28.4K -$485K -4,106 -94%
CWP
34
Concord Wealth Partners
Virginia
$20K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$19K +$16.2K +141 +588%
AIC
36
Archer Investment Corporation
Indiana
$17.5K – – –
Wells Fargo
37
Wells Fargo
California
$8.83K +$118 +1 +1%
IA
38
IFP Advisors
Florida
$6.73K -$62.3K -527 -90%
KSWA
39
Kathleen S. Wright Associates
Pennsylvania
$5.79K – – –
AWM
40
Abound Wealth Management
Tennessee
$4.84K +$4.84K +41 New
FFA
41
Farther Finance Advisors
California
$1.3K – – –
ACA
42
American Capital Advisory
Idaho
$358 -$119 -1 -25%
S
43
SignatureFD
Georgia
$3 -$512 -5 Closed
GS
44
GTS Securities
New York
– -$3.99M -39,192 Closed
CLGM
45
Capitolis Liquid Global Markets
New York
– -$3.47M -34,000 Closed
SRC
46
Shufro Rose & Co
New York
– -$605K -5,940 Closed
Jane Street
47
Jane Street
New York
– -$477K -4,676 Closed
Fisher Asset Management
48
Fisher Asset Management
Washington
– -$331K -3,244 Closed
Wealthfront Advisers
49
Wealthfront Advisers
California
– -$241K -2,362 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
– -$6.35K -62 Closed
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