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SoFi Select 500 ETF

24 hedge funds and large institutions have $415M invested in SoFi Select 500 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$407M 26,606,363 +942,184 +4%
AWM
2
AE Wealth Management
Kansas
$2.36M 154,630 -1,068 -0.7%
TFA
3
Teamwork Financial Advisors
Texas
$2.36M 154,463 -1,068 -0.7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$888K 58,070 +58,070 New
TRCT
5
Tower Research Capital (TRC)
New York
$498K 32,564 +32,564 New
Jane Street
6
Jane Street
New York
$388K 25,404 +25,404 New
WS
7
Wedbush Securities
California
$366K 23,938 +5,600 +31%
JIC
8
Joel Isaacson & Co
New York
$357K 23,361
GS
9
GTS Securities
New York
$336K 21,951 +21,951 New
Morgan Stanley
10
Morgan Stanley
New York
$195K 12,739 +10,847 +573%
RJA
11
Raymond James & Associates
Florida
$193K 12,623 +1,224 +11%
Cerity Partners
12
Cerity Partners
New York
$162K 10,564 +10,564 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$160K 10,490 +10,490 New
AssetMark Inc
14
AssetMark Inc
California
$141K 9,217 +9,217 New
Osaic Holdings
15
Osaic Holdings
Arizona
$62.5K 4,086 +3,137 +331%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$54.7K 3,576 +1,574 +79%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$43.3K 2,834 +486 +21%
HFS
18
Hantz Financial Services
Michigan
$12K 799
AFS
19
Annapolis Financial Services
Maryland
$6.09K 398
UBS Group
20
UBS Group
Switzerland
$5.11K 334 -434 -57%
IA
21
IFP Advisors
Florida
$4.91K 321
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4.73K 310
SSB
23
Sandy Spring Bank
Maryland
$16 1
Wells Fargo
24
Wells Fargo
California
$13 1 -4,265 -100%
FFA
25
Farther Finance Advisors
California