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SoFi Select 500 ETF

30 hedge funds and large institutions have $643M invested in SoFi Select 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$608M 30,635,126 +1,370,977 +5%
EF
2
Empowered Funds
Pennsylvania
$23M 1,160,586 +1,160,586 New
TFA
3
Teamwork Financial Advisors
Texas
$2.75M 138,534 -12,271 -8%
GS
4
GTS Securities
New York
$2.69M 135,218 +71,645 +113%
TI
5
Tidal Investments
Wisconsin
$1.03M 52,060 -415 -0.8%
CWM
6
Centric Wealth Management
Illinois
$850K 43,441 -738 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$803K 40,446 +40,446 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$657K 33,058 -12,081 -27%
WS
9
Wedbush Securities
California
$634K 31,938
JIC
10
Joel Isaacson & Co
New York
$464K 23,361
RJFSA
11
Raymond James Financial Services Advisors
Florida
$347K 17,459 +1,830 +12%
RJA
12
Raymond James & Associates
Florida
$243K 12,231
AssetMark Inc
13
AssetMark Inc
California
$221K 11,105 +4,028 +57%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$171K 8,586 +4,027 +88%
Osaic Holdings
15
Osaic Holdings
Arizona
$146K 7,337 +2,993 +69%
Morgan Stanley
16
Morgan Stanley
New York
$109K 5,489 +2,441 +80%
IA
17
IFP Advisors
Florida
$58.8K 2,959 +2,638 +822%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$56.5K 2,846 +335 +13%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$52K 2,617 +2,617 New
HNB
20
Huntington National Bank
Ohio
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$31K 1,583 -507 -24%
CWP
22
Concord Wealth Partners
Virginia
$16.8K 847
HFS
23
Hantz Financial Services
Michigan
$16K 799 -81 -9%
AIC
24
Archer Investment Corporation
Indiana
$14.7K 742 +742 New
AFS
25
Annapolis Financial Services
Maryland
$7.91K 398