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SoFi Select 500 ETF
SFY

Overview Fund Activity

21 hedge funds and large institutions have $366M invested in SoFi Select 500 ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.34%
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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SoFi Wealth
California
$359M
2
JIC
2
Joel Isaacson & Co
New York
$338K
3
MCC
3
Money Concepts Capital
Florida
$454K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$966K
5
WS
5
Wedbush Securities
California
$211K

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$22K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1
SoFi Wealth
California
$359M 24,868,005 +1,232,260 +5%
AWM
2
AE Wealth Management
Kansas
$2.27M 156,983 +822 +0.5%
TFA
3
Teamwork Financial Advisors
Texas
$2.26M 156,410 +822 +0.5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$966K 66,820 +18,990 +40%
MCC
5
Money Concepts Capital
Florida
$454K 25,375 +15,975 +170%
JIC
6
Joel Isaacson & Co
New York
$338K 23,361 +23,361 New
WS
7
Wedbush Securities
California
$211K 14,615 +14,615 New
RJA
8
Raymond James & Associates
Florida
$146K 10,088 +10,088 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.2K 2,295 -360 -14%
Morgan Stanley
10
Morgan Stanley
New York
$27.3K 1,892 -500 -21%
TRCT
11
Tower Research Capital (TRC)
New York
$22K 1,553 -4,265 -73%
HFS
12
Hantz Financial Services
Michigan
$12K 799 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$9.38K 649 +344 +113%
AFS
14
Annapolis Financial Services
Maryland
$5.75K 398 – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$4.44K 307 +307 New
IA
16
IFP Advisors
Florida
$3.22K 321 – –
TAM
17
Tucker Asset Management
Colorado
$2.66K 184 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.49K 172 +172 New
BAM
19
Belpointe Asset Management
Nevada
$217 15 +15 New
SSB
20
Sandy Spring Bank
Maryland
$15 1 – –
Bank of America
21
Bank of America
North Carolina
$14 1 +1 New
Wells Fargo
22
Wells Fargo
California
– – -1 Closed
FFA
23
Farther Finance Advisors
California
– – – –
HF
24
HRT Financial
New York
– – -22,636 Closed
Jane Street
25
Jane Street
New York
– – -22,024 Closed
1
2