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SoFi Select 500 ETF

22 hedge funds and large institutions have $320M invested in SoFi Select 500 ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$314M 23,635,745 +1,130,420 +5%
AWM
2
AE Wealth Management
Kansas
$2.08M 156,161 +10,461 +7%
TFA
3
Teamwork Financial Advisors
Texas
$2.07M 155,588 +10,354 +7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$636K 47,830 +47,830 New
HF
5
HRT Financial
New York
$300K 22,636 +22,636 New
Jane Street
6
Jane Street
New York
$293K 22,024 +22,024 New
Citadel Advisors
7
Citadel Advisors
Florida
$141K 10,589 -2,685 -20%
MCC
8
Money Concepts Capital
Florida
$125K 9,400 -250 -3%
TRCT
9
Tower Research Capital (TRC)
New York
$77K 5,818 +5,818 New
UBS Group
10
UBS Group
Switzerland
$39.6K 2,983 +931 +45%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$35.3K 2,655 +644 +32%
Morgan Stanley
12
Morgan Stanley
New York
$31.8K 2,392
HFS
13
Hantz Financial Services
Michigan
$11K 799
MPCL
14
My Personal CFO LLC
Washington
$8.03K 604 +604 New
AFS
15
Annapolis Financial Services
Maryland
$5.29K 398
IA
16
IFP Advisors
Florida
$4K 321
Osaic Holdings
17
Osaic Holdings
Arizona
$4K 305 +133 +77%
TAM
18
Tucker Asset Management
Colorado
$2.45K 184
BlackRock
19
BlackRock
New York
$2.08K 156 -19 -11%
Wells Fargo
20
Wells Fargo
California
$13 1
SSB
21
Sandy Spring Bank
Maryland
$13 1 +1 New
PCA
22
Personal Capital Advisors
California
-12,789 Closed
CG
23
Cutler Group
California
-400 Closed
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
-50 Closed
S
25
SignatureFD
Georgia
-1 Closed