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SoFi Select 500 ETF
SFY

Overview Fund Activity

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, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

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
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SoFi Wealth
California
$329M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$186K
3
Walleye Capital
3
Walleye Capital
New York
$177K
4
MCC
4
Money Concepts Capital
Florida
$133K
5
UBS Group
5
UBS Group
Switzerland
$91K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$0
3
TFA
3
Teamwork Financial Advisors
Texas
$554K
4
AWM
4
AE Wealth Management
Kansas
$561K
5
Morgan Stanley
5
Morgan Stanley
New York
$105K
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1
SoFi Wealth
California
$329M 20,108,626 +20,108,626 New
AWM
2
AE Wealth Management
Kansas
$561K 34,279 -1,259 -4%
TFA
3
Teamwork Financial Advisors
Texas
$554K 33,813 -1,259 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$186K 11,360 +11,360 New
Walleye Capital
5
Walleye Capital
New York
$177K 10,809 +10,809 New
MCC
6
Money Concepts Capital
Florida
$133K 8,100 +8,100 New
Morgan Stanley
7
Morgan Stanley
New York
$105K 6,385 -411 -6%
UBS Group
8
UBS Group
Switzerland
$91K 5,542 +4,462 +413%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33K 2,009 +132 +7%
HFS
10
Hantz Financial Services
Michigan
$13K 799 +799 New
First Manhattan
11
First Manhattan
New York
$11K 700 +700 New
PA
12
Parallel Advisors
California
$5K 275 +1 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$5K 283 +283 New
IA
14
IFP Advisors
Florida
$4K 321 – –
CG
15
Cutler Group
California
$4K 300 +200 +200%
BlackRock
16
BlackRock
New York
$3K 175 +89 +103%
GWM
17
Geneos Wealth Management
Colorado
$2K 132 -110 -45%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1K 53 +53 New
LF
19
Lee Financial
Texas
$1K 82 +82 New
FTUS
20
Flow Traders U.S.
New York
– – -11,911 Closed
Bank of America
21
Bank of America
North Carolina
– – -3,009 Closed
Simplex Trading
22
Simplex Trading
Illinois
– – -130 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
24
Wells Fargo
California
– – – –
TRCT
25
Tower Research Capital (TRC)
New York
$0 3 +3 New
1
2