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SoFi Select 500 ETF
SFY

1 hedge funds and large institutions have $1K invested in SoFi Select 500 ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0% → 0% (-0%)

50% less funds holding

Funds holding: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

95% less capital invested

Capital invested by funds: $21K → $1K (-$20K)

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$1.71K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20K
2
UBS Group
UBS Group
Switzerland
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$1K +$1.71K +26 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
– -$20K -315 Closed
UBS Group
3
UBS Group
Switzerland
– -$1K -22 Closed

SFY Hedge Fund Activity: Q4 2020 in Review

1 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q4 2020, worth a combined $1K — down 95% from $21K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SFY and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $1.71K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $20K sold.

  • 1 institutional investor held SoFi Select 500 ETF (SFY) as of Q4 2020, down from 2 in Q3 2020.
  • Funds reported $1K of SoFi Select 500 ETF stock for Q4 2020, down 95% quarter-over-quarter.
  • 1 fund opened new SoFi Select 500 ETF positions in Q4 2020 and 2 closed out, a net change of -1 holder.
  • The largest SoFi Select 500 ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $1.71K added.
  • The largest SoFi Select 500 ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $20K sold.

Based on aggregated 13F filings for Q4 2020.