SoFi Select 500 ETF
SFY
13 hedge funds and large institutions have $1.69M invested in SoFi Select 500 ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
63% more funds holding
Funds holding: 8 → 13 (+5)
5% more capital invested
Capital invested by funds: $1.6M → $1.69M (+$87K)
0.01% less ownership
Funds ownership: 0.1% → 0.09% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$274K |
| 2 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$273K |
| 3 |
Morgan Stanley
New York
|
+$116K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$397K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$366K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $622K | +$274K | +3,205 | +82% |
|
|
TFA
2
Teamwork Financial Advisors
San Antonio,
Texas
| $614K | +$273K | +3,192 | +84% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $208K | -$366K | -4,282 | -64% |
|
|
4
Morgan Stanley
New York
| $119K | +$116K | +1,359 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $53K | -$3.42K | -40 | -6% |
|
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $33K | +$31.9K | +373 | +18,650% |
|
|
7
UBS Group
Zurich,
Switzerland
| $19K | +$18.5K | +216 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $6K | +$5.13K | +60 | +1,500% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $5K | +$4.7K | +55 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
11
BlackRock
New York
| $2K | +$1.45K | +17 | New |
|
12
Simplex Trading
Chicago,
Illinois
| $2K | +$2.22K | +26 | New |
|
|
CG
13
Cutler Group
San Francisco,
California
| $1K | +$1.71K | +20 | New |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$397K | -4,970 | Closed |
|
SFY Hedge Fund Activity: Q4 2021 in Review
13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q4 2021, worth a combined $1.69M — up 5.4% from $1.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SFY positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $274K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $397K sold.
- 13 institutional investors held SoFi Select 500 ETF (SFY) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $1.69M of SoFi Select 500 ETF stock for Q4 2021, up 5.4% quarter-over-quarter.
- 6 funds opened new SoFi Select 500 ETF positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest SoFi Select 500 ETF buyer in Q4 2021 was AE Wealth Management, an estimated $274K added.
- The largest SoFi Select 500 ETF seller in Q4 2021 was Susquehanna International Group, an estimated $397K sold.
Based on aggregated 13F filings for Q4 2021.