SoFi Select 500 ETF
SFY
34 hedge funds and large institutions have $749M invested in SoFi Select 500 ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
2,173% more capital inflows, than outflows
Capital inflows: $27.5M | Capital outflows: $1.21M
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
26% more funds holding
Funds holding: 27 → 34 (+7)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 77.69% → 77.36% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SoFi Wealth
San Francisco,
California
|
+$13.1M |
| 2 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$3.7M |
| 3 |
GTS Securities
Miami,
Florida
|
+$3.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$860K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$295K |
| 3 |
Joel Isaacson & Co
New York
|
-$24.1K |
| 4 |
Teamwork Financial Advisors
San Antonio,
Texas
|
-$16.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11K |
SFY Hedge Fund Activity: Q4 2024 in Review
34 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q4 2024, worth a combined $749M — up 8.4% from $691M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SFY positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $13.1M. The largest seller was Royal Bank of Canada, cutting an estimated $860K.
- 34 institutional investors held SoFi Select 500 ETF (SFY) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $749M of SoFi Select 500 ETF stock for Q4 2024, up 8.4% quarter-over-quarter.
- 13 funds opened new SoFi Select 500 ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest SoFi Select 500 ETF buyer in Q4 2024 was SoFi Wealth, an estimated $13.1M added.
- The largest SoFi Select 500 ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $860K sold.
Based on aggregated 13F filings for Q4 2024.