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SoFi Select 500 ETF

19 hedge funds and large institutions have $291M invested in SoFi Select 500 ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 9 closing their positions.

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.33%
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
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$286M 22,505,325 +1,072,836 +5%
AWM
2
AE Wealth Management
Kansas
$1.86M 145,700 +57,148 +65%
TFA
3
Teamwork Financial Advisors
Texas
$1.85M 145,234 +57,148 +65%
Citadel Advisors
4
Citadel Advisors
Florida
$169K 13,274 +13,274 New
PCA
5
Personal Capital Advisors
California
$163K 12,789 +12,789 New
MCC
6
Money Concepts Capital
Florida
$123K 9,650 -100 -1%
Morgan Stanley
7
Morgan Stanley
New York
$30K 2,392 +1,007 +73%
UBS Group
8
UBS Group
Switzerland
$26K 2,052 +1,575 +330%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$25K 2,011 +26 +1%
HFS
10
Hantz Financial Services
Michigan
$10K 799
CG
11
Cutler Group
California
$5K 400
AFS
12
Annapolis Financial Services
Maryland
$5K 398 +398 New
IA
13
IFP Advisors
Florida
$4K 321
TAM
14
Tucker Asset Management
Colorado
$2.53K 184 +184 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2K 172 -88 -34%
BlackRock
16
BlackRock
New York
$2K 175
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1K 50 +3 +6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-76,810 Closed
OMC
19
Old Mission Capital
Illinois
-22,713 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-19,208 Closed
Jane Street
21
Jane Street
New York
-17,400 Closed
Goldman Sachs
22
Goldman Sachs
New York
-11,455 Closed
Simplex Trading
23
Simplex Trading
Illinois
-300 Closed
GWM
24
Geneos Wealth Management
Colorado
-132 Closed
LF
25
Lee Financial
Texas
-82 Closed