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SoFi Select 500 ETF

28 hedge funds and large institutions have $554M invested in SoFi Select 500 ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$545M 29,264,149 +1,763,375 +6%
TFA
2
Teamwork Financial Advisors
Texas
$2.81M 150,805 -482 -0.3%
GS
3
GTS Securities
New York
$1.18M 63,573 +63,573 New
TI
4
Tidal Investments
Wisconsin
$978K 52,475 +3,081 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$841K 45,139 +45,139 New
CWM
6
Centric Wealth Management
Illinois
$790K 44,179 -534 -1%
WS
7
Wedbush Securities
California
$595K 31,938 +4,023 +14%
JIC
8
Joel Isaacson & Co
New York
$435K 23,361
RJFSA
9
Raymond James Financial Services Advisors
Florida
$291K 15,629 +2,900 +23%
RJA
10
Raymond James & Associates
Florida
$228K 12,231 +247 +2%
HF
11
HRT Financial
New York
$188K 10,096 +10,096 New
AssetMark Inc
12
AssetMark Inc
California
$132K 7,077 +1,644 +30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$84.9K 4,559 +44 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$80.9K 4,344 +279 +7%
Morgan Stanley
15
Morgan Stanley
New York
$56.8K 3,048 -2,184 -42%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$46.8K 2,511 +100 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39K 2,090 +578 +38%
HNB
18
Huntington National Bank
Ohio
BMC
19
Bear Mountain Capital
Washington
$20.4K 1,142
HFS
20
Hantz Financial Services
Michigan
$16K 880 +81 +10%
CWP
21
Concord Wealth Partners
Virginia
$15.8K 847 +847 New
AFS
22
Annapolis Financial Services
Maryland
$7.42K 398
Bank of America
23
Bank of America
North Carolina
$7.08K 380 +380 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.24K 335 +335 New
IA
25
IFP Advisors
Florida
$5.99K 321