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SoFi Select 500 ETF

26 hedge funds and large institutions have $475M invested in SoFi Select 500 ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
4
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$466M 27,500,774 +894,411 +3%
AWM
2
AE Wealth Management
Kansas
$2.63M 152,149 -2,481 -2%
TFA
3
Teamwork Financial Advisors
Texas
$2.56M 151,287 -3,176 -2%
TI
4
Tidal Investments
Wisconsin
$837K 49,394 +49,394 New
CWM
5
Centric Wealth Management
Illinois
$780K 44,713 +44,713 New
Citadel Advisors
6
Citadel Advisors
Florida
$697K 41,145 +41,145 New
WS
7
Wedbush Securities
California
$473K 27,915 +3,977 +17%
JIC
8
Joel Isaacson & Co
New York
$396K 23,361
RJFSA
9
Raymond James Financial Services Advisors
Florida
$216K 12,729 +12,729 New
RJA
10
Raymond James & Associates
Florida
$203K 11,984 -639 -5%
AssetMark Inc
11
AssetMark Inc
California
$92K 5,433 -3,784 -41%
Morgan Stanley
12
Morgan Stanley
New York
$88.6K 5,232 -7,507 -59%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$76.5K 4,515 +939 +26%
Osaic Holdings
14
Osaic Holdings
Arizona
$68.9K 4,065 -21 -0.5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$40.9K 2,411 -423 -15%
HNB
16
Huntington National Bank
Ohio
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26K 1,512 -8,978 -86%
BMC
18
Bear Mountain Capital
Washington
$19.3K 1,142 +1,142 New
HFS
19
Hantz Financial Services
Michigan
$14K 799
AFS
20
Annapolis Financial Services
Maryland
$6.74K 398
IA
21
IFP Advisors
Florida
$5.44K 321
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$5.28K 312 +2 +0.6%
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$2.24K 132 +132 New
FFA
24
Farther Finance Advisors
California
$953 56 +56 New
UBS Group
25
UBS Group
Switzerland
$881 52 -282 -84%