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SoFi Select 500 ETF

17 hedge funds and large institutions have $291M invested in SoFi Select 500 ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

1% more capital invested

Capital invested by funds: $287M → $291M (+$3.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 16.59%16.43% (-0.16%)

23% less funds holding

Funds holding: 2217 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
2
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$286M +$15.1M +214,567 +5%
AWM
2
AE Wealth Management
Kansas
$1.85M +$802K +11,430 +65%
TFA
3
Teamwork Financial Advisors
Texas
$1.85M +$802K +11,430 +65%
Citadel Advisors
4
Citadel Advisors
Florida
$169K +$186K +2,655 New
PCA
5
Personal Capital Advisors
California
$163K +$179K +2,558 New
MCC
6
Money Concepts Capital
Florida
$123K -$1.4K -20 -1%
Morgan Stanley
7
Morgan Stanley
New York
$30K +$14.1K +201 +73%
UBS Group
8
UBS Group
Switzerland
$26K +$22.1K +315 +332%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$25K +$351 +5 +1%
HFS
10
Hantz Financial Services
Michigan
$10K
CG
11
Cutler Group
California
$5K
AFS
12
Annapolis Financial Services
Maryland
$5K +$5.61K +80 New
IA
13
IFP Advisors
Florida
$4K
TAM
14
Tucker Asset Management
Colorado
$2.53K +$2.6K +37 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2K -$1.26K -18 -35%
BlackRock
16
BlackRock
New York
$2K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1K +$70 +1 +11%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.01M -15,362 Closed
OMC
19
Old Mission Capital
Illinois
-$299K -4,543 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$253K -3,842 Closed
Jane Street
21
Jane Street
New York
-$229K -3,480 Closed
Goldman Sachs
22
Goldman Sachs
New York
-$151K -2,291 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$3K -60 Closed
GWM
24
Geneos Wealth Management
Colorado
-$1K -26 Closed
LF
25
Lee Financial
Texas
-$1K -16 Closed

SFY Hedge Fund Activity: Q3 2022 in Review

17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q3 2022, worth a combined $291M — up 1.3% from $287M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SFY and 4 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was SoFi Wealth, adding an estimated $15.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.

  • 17 institutional investors held SoFi Select 500 ETF (SFY) as of Q3 2022, down from 22 in Q2 2022.
  • Funds reported $291M of SoFi Select 500 ETF stock for Q3 2022, up 1.3% quarter-over-quarter.
  • 4 funds opened new SoFi Select 500 ETF positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest SoFi Select 500 ETF buyer in Q3 2022 was SoFi Wealth, an estimated $15.1M added.
  • The largest SoFi Select 500 ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2022.