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SoFi Select 500 ETF

39 hedge funds and large institutions have $209M invested in SoFi Select 500 ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

15% more funds holding

Funds holding: 3439 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

30.17% less ownership

Funds ownership: 77.36%47.19% (-30%)

72% less capital invested

Capital invested by funds: $749M → $209M (-$540M)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.52%
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
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$177M -$538M -4,937,018 -74%
ACM
2
Advisors Capital Management
New Jersey
$4.43M +$4.08M +37,457 +624%
GS
3
GTS Securities
New York
$3.99M +$1.11M +10,192 +35%
CIA
4
Concurrent Investment Advisors
Florida
$3.48M +$28.8K +264 +0.8%
CLGM
5
Capitolis Liquid Global Markets
New York
$3.47M +$3.71M +34,000 New
LPL Financial
6
LPL Financial
California
$2.59M +$2.77M +25,379 New
TFA
7
Teamwork Financial Advisors
Texas
$2.55M -$161K -1,475 -6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$176K -1,616 -10%
Bank of America
9
Bank of America
North Carolina
$1.4M +$1.48M +13,592 +9,001%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.24M +$1.09M +10,048 +470%
WS
11
Wedbush Securities
California
$1.07M +$100K +920 +10%
CWM
12
Centric Wealth Management
Illinois
$967K -$21.4K -196 -2%
BNMT
13
Bawa N Mallick Trust
New York
$675K
SRC
14
Shufro Rose & Co
New York
$605K -$319K -2,926 -33%
Raymond James Financial
15
Raymond James Financial
Florida
$545K +$15K +138 +3%
Jane Street
16
Jane Street
New York
$477K -$631K -5,795 -55%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$456K +$41K +376 +9%
UBS Group
18
UBS Group
Switzerland
$443K +$474K +4,346 New
JIC
19
Joel Isaacson & Co
New York
$424K -$31.2K -286 -6%
TI
20
Tidal Investments
Wisconsin
$340K -$790K -7,247 -68%
Fisher Asset Management
21
Fisher Asset Management
Washington
$331K -$11.2K -103 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$309K -$1.34M -12,314 -80%
Wealthfront Advisers
23
Wealthfront Advisers
California
$241K +$257K +2,362 New
NWM
24
Nova Wealth Management
Florida
$168K +$176K +1,611 +4,603%
Morgan Stanley
25
Morgan Stanley
New York
$154K -$6.43K -59 -4%

SFY Hedge Fund Activity: Q1 2025 in Review

39 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q1 2025, worth a combined $209M — down 72% from $749M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFY positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Advisors Capital Management, adding an estimated $4.08M. The largest seller was SoFi Wealth, cutting an estimated $538M.

  • 39 institutional investors held SoFi Select 500 ETF (SFY) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $209M of SoFi Select 500 ETF stock for Q1 2025, down 72% quarter-over-quarter.
  • 7 funds opened new SoFi Select 500 ETF positions in Q1 2025 and 1 closed out, a net change of +6 holders.
  • The largest SoFi Select 500 ETF buyer in Q1 2025 was Advisors Capital Management, an estimated $4.08M added.
  • The largest SoFi Select 500 ETF seller in Q1 2025 was SoFi Wealth, an estimated $538M sold.

Based on aggregated 13F filings for Q1 2025.