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SoFi Select 500 ETF

33 hedge funds and large institutions have $749M invested in SoFi Select 500 ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% 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
11
Increased
2
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$726M 6,674,556 -26,096,094 -80%
CIA
2
Concurrent Investment Advisors
Florida
$3.69M 33,904 +33,904 New
GS
3
GTS Securities
New York
$3.16M 29,000 +29,000 New
TFA
4
Teamwork Financial Advisors
Texas
$2.88M 26,475 -106,647 -80%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.68M 15,450 +12,679 +458%
Citadel Advisors
6
Citadel Advisors
Florida
$1.67M 15,341 +15,341 New
TI
7
Tidal Investments
Wisconsin
$1.15M 10,580 -38,943 -79%
Jane Street
8
Jane Street
New York
$1.14M 10,471 -17,515 -63%
CWM
9
Centric Wealth Management
Illinois
$1.05M 9,685 +731 +8%
WS
10
Wedbush Securities
California
$1.05M 9,604 -24,472 -72%
SRC
11
Shufro Rose & Co
New York
$965K 8,866 +8,866 New
ACM
12
Advisors Capital Management
New Jersey
$653K 6,000 +6,000 New
Raymond James Financial
13
Raymond James Financial
Florida
$567K 5,205 +5,205 New
Osaic Holdings
14
Osaic Holdings
Arizona
$538K 4,942 -16,386 -77%
JIC
15
Joel Isaacson & Co
New York
$484K 4,451 -18,910 -81%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$446K 4,098 -13,618 -77%
Fisher Asset Management
17
Fisher Asset Management
Washington
$364K 3,347 -13,407 -80%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$232K 2,136 -22,040 -91%
Morgan Stanley
19
Morgan Stanley
New York
$171K 1,570 -4,442 -74%
PFA
20
Pathway Financial Advisers
Indiana
$81.4K 748 +748 New
IA
21
IFP Advisors
Florida
$63.6K 584 -2,339 -80%
HNB
22
Huntington National Bank
Ohio
WWP
23
WR Wealth Planners
Missouri
$28.6K 263 -1,053 -80%
AssetMark Inc
24
AssetMark Inc
California
$27.6K 254 +254 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K 231 -40,291 -99%