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SoFi Select 500 ETF
SFY

Overview Fund Activity

18 hedge funds and large institutions have $408M invested in SoFi Select 500 ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
7
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SoFi Wealth
California
$402M
2
Wells Fargo
2
Wells Fargo
California
$66.8K
3
WS
3
Wedbush Securities
California
$287K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31.4K
5
RJA
5
Raymond James & Associates
Florida
$179K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MCC
2
Money Concepts Capital
Florida
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$2.44M
5
TFA
5
Teamwork Financial Advisors
Texas
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1
SoFi Wealth
California
$402M 25,664,179 +796,174 +3%
AWM
2
AE Wealth Management
Kansas
$2.44M 155,698 -1,285 -0.8%
TFA
3
Teamwork Financial Advisors
Texas
$2.44M 155,531 -879 -0.6%
JIC
4
Joel Isaacson & Co
New York
$366K 23,361 – –
WS
5
Wedbush Securities
California
$287K 18,338 +3,723 +25%
RJA
6
Raymond James & Associates
Florida
$179K 11,399 +1,311 +13%
Wells Fargo
7
Wells Fargo
California
$66.8K 4,266 +4,266 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$36.8K 2,348 +53 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$31.4K 2,002 +1,830 +1,064%
Morgan Stanley
10
Morgan Stanley
New York
$29.6K 1,892 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$14.9K 949 +300 +46%
HFS
12
Hantz Financial Services
Michigan
$13K 799 – –
UBS Group
13
UBS Group
Switzerland
$12K 768 +768 New
AFS
14
Annapolis Financial Services
Maryland
$6.23K 398 – –
IA
15
IFP Advisors
Florida
$5.03K 321 – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$4.85K 310 +3 +1%
TAM
17
Tucker Asset Management
Colorado
$2.88K 184 – –
SSB
18
Sandy Spring Bank
Maryland
$16 1 – –
FFA
19
Farther Finance Advisors
California
– – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -66,820 Closed
MCC
21
Money Concepts Capital
Florida
– – -25,375 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– – -1,553 Closed
BAM
23
Belpointe Asset Management
Nevada
– – -15 Closed
Bank of America
24
Bank of America
North Carolina
– – -1 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –