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SoFi Select 500 ETF

23 hedge funds and large institutions have $287M invested in SoFi Select 500 ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$282M 21,432,489 +1,323,863 +7%
AWM
2
AE Wealth Management
Kansas
$1.17M 88,552 +54,273 +158%
TFA
3
Teamwork Financial Advisors
Texas
$1.16M 88,086 +54,273 +161%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.01M 76,810 +76,810 New
OMC
5
Old Mission Capital
Illinois
$299K 22,713 +22,713 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$253K 19,208 +7,848 +69%
Jane Street
7
Jane Street
New York
$229K 17,400 +17,400 New
Goldman Sachs
8
Goldman Sachs
New York
$151K 11,455 +11,455 New
MCC
9
Money Concepts Capital
Florida
$130K 9,750 +1,650 +20%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$26K 1,985 -24 -1%
Morgan Stanley
11
Morgan Stanley
New York
$18K 1,385 -5,000 -78%
HFS
12
Hantz Financial Services
Michigan
$11K 799
UBS Group
13
UBS Group
Switzerland
$7K 477 -5,065 -91%
CG
14
Cutler Group
California
$5K 400 +100 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$4K 260 -23 -8%
IA
16
IFP Advisors
Florida
$4K 321
Simplex Trading
17
Simplex Trading
Illinois
$3K 300 +300 New
BlackRock
18
BlackRock
New York
$2K 175
GWM
19
Geneos Wealth Management
Colorado
$1K 132
LF
20
Lee Financial
Texas
$1K 82
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1K 53
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K 47 +18 +62%
Walleye Capital
23
Walleye Capital
New York
-10,809 Closed
First Manhattan
24
First Manhattan
New York
-700 Closed
PA
25
Parallel Advisors
California
-275 Closed