SoFi Select 500 ETF
SFY
57 hedge funds and large institutions have $276M invested in SoFi Select 500 ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
6% more funds holding
Funds holding: 54 → 57 (+3)
0.26% more ownership
Funds ownership: 47.95% → 48.2% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $277M → $276M (-$1.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$14.5M |
| 2 |
Goldman Sachs
New York
|
+$9.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.11M |
| 5 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$841K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$10.3M |
| 2 |
GS
GTS Securities
New York
|
-$3.4M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.29M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$240K |
| 5 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| $4.99K | – | – | – |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $4.74K | – | – | – |
|
|
GIA
53
GHP Investment Advisors
Denver,
Colorado
| $3K | – | – | – |
|
|
SAM
54
Smartleaf Asset Management
Boston,
Massachusetts
| $1.57K | – | – | – |
|
|
ACA
55
American Capital Advisory
Ketchum,
Idaho
| $756 | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $749 | -$3.28K | -25 | -81% |
|
57
JP Morgan Chase
New York
| $724 | -$43.8K | -334 | -98% |
|
|
RWM
58
Rialto Wealth Management
Syracuse,
New York
| $125 | – | – | – |
|
|
TI
59
Tidal Investments
Milwaukee,
Wisconsin
| – | -$1.29M | -9,791 | Closed |
|
60
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$34.5K | -261 | Closed |
|
|
CWP
61
Concord Wealth Partners
Abingdon,
Virginia
| – | -$22.3K | -169 | Closed |
|
62
Bank of America
Charlotte,
North Carolina
| – | -$21.4K | -162 | Closed |
|
63
US Bancorp
Minneapolis,
Minnesota
| – | -$396 | -3 | Closed |
|
SFY Hedge Fund Activity: Q1 2026 in Review
57 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q1 2026, worth a combined $276M — down 0.44% from $277M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SFY positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $14.5M. The largest seller was Advisors Capital Management, cutting an estimated $10.3M.
- 57 institutional investors held SoFi Select 500 ETF (SFY) as of Q1 2026, up from 54 in Q4 2025.
- Funds reported $276M of SoFi Select 500 ETF stock for Q1 2026, down 0.44% quarter-over-quarter.
- 8 funds opened new SoFi Select 500 ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
- The largest SoFi Select 500 ETF buyer in Q1 2026 was SoFi Wealth, an estimated $14.5M added.
- The largest SoFi Select 500 ETF seller in Q1 2026 was Advisors Capital Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2026.