SoFi Select 500 ETF
SFY
22 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, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
29% more funds holding
Funds holding: 17 → 22 (+5)
2% more capital invested
Capital invested by funds: $408M → $415M (+$7.58M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 16.33% → 16.32% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$14.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$917K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$514K |
| 4 |
Jane Street
New York
|
+$401K |
| 5 |
GS
GTS Securities
New York
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$67.4K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.9K |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$16.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.87K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$2.88K |
SFY Hedge Fund Activity: Q3 2023 in Review
22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q3 2023, worth a combined $415M — up 1.9% from $408M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SFY positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $14.9M. The largest seller was Wells Fargo, exiting entirely with an estimated $67.4K sold.
- 22 institutional investors held SoFi Select 500 ETF (SFY) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $415M of SoFi Select 500 ETF stock for Q3 2023, up 1.9% quarter-over-quarter.
- 7 funds opened new SoFi Select 500 ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest SoFi Select 500 ETF buyer in Q3 2023 was SoFi Wealth, an estimated $14.9M added.
- The largest SoFi Select 500 ETF seller in Q3 2023 was Wells Fargo, an estimated $67.4K sold.
Based on aggregated 13F filings for Q3 2023.