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SoFi Select 500 ETF

22 hedge funds and large institutions have $287M invested in SoFi Select 500 ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2122 (+1)

0.05% more ownership

Funds ownership: 16.54%16.59% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $331M → $287M (-$44.1M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$282M +$19.3M +264,773 +7%
AWM
2
AE Wealth Management
Kansas
$1.17M +$791K +10,854 +158%
TFA
3
Teamwork Financial Advisors
Texas
$1.16M +$791K +10,854 +160%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.01M +$1.12M +15,362 New
OMC
5
Old Mission Capital
Illinois
$299K +$331K +4,543 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$253K +$114K +1,570 +69%
Jane Street
7
Jane Street
New York
$229K +$254K +3,480 New
Goldman Sachs
8
Goldman Sachs
New York
$151K +$167K +2,291 New
MCC
9
Money Concepts Capital
Florida
$130K +$24K +330 +20%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$26K -$364 -5 -1%
Morgan Stanley
11
Morgan Stanley
New York
$18K -$72.9K -1,000 -78%
HFS
12
Hantz Financial Services
Michigan
$11K
UBS Group
13
UBS Group
Switzerland
$7K -$73.8K -1,013 -91%
CG
14
Cutler Group
California
$5K +$1.46K +20 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$4K -$364 -5 -9%
IA
16
IFP Advisors
Florida
$4K
Simplex Trading
17
Simplex Trading
Illinois
$3K +$4.37K +60 New
BlackRock
18
BlackRock
New York
$2K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1K
GWM
20
Geneos Wealth Management
Colorado
$1K
LF
21
Lee Financial
Texas
$1K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K +$219 +3 +50%
Walleye Capital
23
Walleye Capital
New York
-$177K -2,162 Closed
First Manhattan
24
First Manhattan
New York
-$11K -140 Closed
PA
25
Parallel Advisors
California
-$5K -55 Closed

SFY Hedge Fund Activity: Q2 2022 in Review

22 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q2 2022, worth a combined $287M — down 13% from $331M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SFY positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was SoFi Wealth, adding an estimated $19.3M. The largest seller was Walleye Capital, exiting entirely with an estimated $177K sold.

  • 22 institutional investors held SoFi Select 500 ETF (SFY) as of Q2 2022, up from 21 in Q1 2022.
  • Funds reported $287M of SoFi Select 500 ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 5 funds opened new SoFi Select 500 ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest SoFi Select 500 ETF buyer in Q2 2022 was SoFi Wealth, an estimated $19.3M added.
  • The largest SoFi Select 500 ETF seller in Q2 2022 was Walleye Capital, an estimated $177K sold.

Based on aggregated 13F filings for Q2 2022.