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SoFi Select 500 ETF

28 hedge funds and large institutions have $691M invested in SoFi Select 500 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% 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
6
Increased
9
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$681M 32,770,650 +2,135,524 +7%
TFA
2
Teamwork Financial Advisors
Texas
$2.77M 133,122 -5,412 -4%
TI
3
Tidal Investments
Wisconsin
$1.03M 49,523 -2,537 -5%
CWM
4
Centric Wealth Management
Illinois
$988K 8,954 -34,487 -79%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$842K 40,522 +38,939 +2,460%
WS
6
Wedbush Securities
California
$708K 34,076 +2,138 +7%
Jane Street
7
Jane Street
New York
$582K 27,986 +27,986 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$502K 24,176 -8,882 -27%
JIC
9
Joel Isaacson & Co
New York
$485K 23,361
Osaic Holdings
10
Osaic Holdings
Arizona
$443K 21,328 +13,991 +191%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$416K 20,012 +2,553 +15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$368K 17,716 +9,130 +106%
Fisher Asset Management
13
Fisher Asset Management
Washington
$348K 16,754 +16,754 New
RJA
14
Raymond James & Associates
Florida
$261K 12,566 +335 +3%
Morgan Stanley
15
Morgan Stanley
New York
$125K 6,012 +523 +10%
IA
16
IFP Advisors
Florida
$60.7K 2,923 -36 -1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$57.6K 2,771 -75 -3%
HNB
18
Huntington National Bank
Ohio
WWP
19
WR Wealth Planners
Missouri
$27.3K 1,316 +1,316 New
CWP
20
Concord Wealth Partners
Virginia
$17.6K 847
AIC
21
Archer Investment Corporation
Indiana
$15.4K 742
UBS Group
22
UBS Group
Switzerland
$11K 531 +531 New
AFS
23
Annapolis Financial Services
Maryland
$8.27K 398
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6.51K 313
PS
25
Principal Securities
Iowa
$4.68K 225 +225 New