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SoFi Select 500 ETF

21 hedge funds and large institutions have $331M invested in SoFi Select 500 ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,513% more capital invested

Capital invested by funds: $1.69M → $331M (+$329M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

62% more funds holding

Funds holding: 1321 (+8)

16.46% more ownership

Funds ownership: 0.09%16.54% (+16%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
21
Holders Change
+8
Holders Change %
+61.54%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$329M +$323M +4,021,725 New
AWM
2
AE Wealth Management
Kansas
$561K -$20.2K -252 -4%
TFA
3
Teamwork Financial Advisors
Texas
$554K -$20.2K -251 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$186K +$183K +2,272 New
Walleye Capital
5
Walleye Capital
New York
$177K +$174K +2,162 New
MCC
6
Money Concepts Capital
Florida
$133K +$130K +1,620 New
Morgan Stanley
7
Morgan Stanley
New York
$105K -$6.59K -82 -6%
UBS Group
8
UBS Group
Switzerland
$91K +$71.7K +892 +413%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33K +$2.17K +27 +7%
HFS
10
Hantz Financial Services
Michigan
$13K +$12.9K +160 New
First Manhattan
11
First Manhattan
New York
$11K +$11.2K +140 New
PA
12
Parallel Advisors
California
$5K
Osaic Holdings
13
Osaic Holdings
Arizona
$5K +$4.58K +57 New
IA
14
IFP Advisors
Florida
$4K
CG
15
Cutler Group
California
$4K +$3.21K +40 +200%
BlackRock
16
BlackRock
New York
$3K +$1.45K +18 +106%
GWM
17
Geneos Wealth Management
Colorado
$2K -$1.77K -22 -46%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1K +$884 +11 New
LF
19
Lee Financial
Texas
$1K +$1.29K +16 New
FTUS
20
Flow Traders U.S.
New York
-$208K -2,382 Closed
Bank of America
21
Bank of America
North Carolina
-$53K -602 Closed
Simplex Trading
22
Simplex Trading
Illinois
-$2K -26 Closed
TRCT
23
Tower Research Capital (TRC)
New York
+$80 +1 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
+$482 +6 New

SFY Hedge Fund Activity: Q1 2022 in Review

21 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q1 2022, worth a combined $331M — up 19,513% from $1.69M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFY positions and 3 closed out — a net gain of 8 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $183K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $208K sold.

  • 21 institutional investors held SoFi Select 500 ETF (SFY) as of Q1 2022, up from 13 in Q4 2021.
  • Funds reported $331M of SoFi Select 500 ETF stock for Q1 2022, up 19,513% quarter-over-quarter.
  • 11 funds opened new SoFi Select 500 ETF positions in Q1 2022 and 3 closed out, a net change of +8 holders.
  • The largest SoFi Select 500 ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $183K added.
  • The largest SoFi Select 500 ETF seller in Q1 2022 was Flow Traders U.S., an estimated $208K sold.

Based on aggregated 13F filings for Q1 2022.