SoFi Select 500 ETF
SFY
8 hedge funds and large institutions have $3.02M invested in SoFi Select 500 ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, reducing their positions, and 5 closing their positions.
314% more capital invested
Capital invested by funds: $731K → $3.02M (+$2.29M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
33% more funds holding
Funds holding: 6 → 8 (+2)
0.16% more ownership
Funds ownership: 0.07% → 0.23% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.43M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$210K |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$210K |
| 4 |
EI
Ellevest Inc
New York
|
+$52.1K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$723K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$31K |
| 3 |
Morgan Stanley
New York
|
-$8K |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.52M | +$2.43M | +31,809 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $218K | +$210K | +2,752 | New |
|
|
TFA
3
Teamwork Financial Advisors
San Antonio,
Texas
| $218K | +$210K | +2,752 | New |
|
|
EI
4
Ellevest Inc
New York
| $54K | +$52.1K | +682 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | +$9.69K | +127 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $3K | +$1.68K | +22 | +85% |
|
|
FTUS
7
Flow Traders U.S.
New York
| – | -$723K | -9,473 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$31K | -430 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$8K | -111 | Closed |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| – | -$3K | -39 | Closed |
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$153 | +2 | New |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| – | +$305 | +4 | New |
|
SFY Hedge Fund Activity: Q2 2021 in Review
8 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q2 2021, worth a combined $3.02M — up 314% from $731K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SFY positions and 5 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.43M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $723K sold.
- 8 institutional investors held SoFi Select 500 ETF (SFY) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $3.02M of SoFi Select 500 ETF stock for Q2 2021, up 314% quarter-over-quarter.
- 7 funds opened new SoFi Select 500 ETF positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest SoFi Select 500 ETF buyer in Q2 2021 was Jane Street, an estimated $2.43M added.
- The largest SoFi Select 500 ETF seller in Q2 2021 was Flow Traders U.S., an estimated $723K sold.
Based on aggregated 13F filings for Q2 2021.