SFY icon

SoFi Select 500 ETF

38 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
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% 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
Shares
Change %
SW
1
SoFi Wealth
California
$177M -$503M -4,937,018 -74%
ACM
2
Advisors Capital Management
New Jersey
$4.43M +$3.82M +37,457 +624%
GS
3
GTS Securities
New York
$3.99M +$1.04M +10,192 +35%
CIA
4
Concurrent Investment Advisors
Florida
$3.48M +$26.9K +264 +0.8%
CLGM
5
Capitolis Liquid Global Markets
New York
$3.47M +$3.47M +34,000 New
LPL Financial
6
LPL Financial
California
$2.59M +$2.59M +25,379 New
TFA
7
Teamwork Financial Advisors
Texas
$2.55M -$150K -1,475 -6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$165K -1,616 -10%
Bank of America
9
Bank of America
North Carolina
$1.4M +$1.39M +13,592 +9,001%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.24M +$1.02M +10,048 +470%
WS
11
Wedbush Securities
California
$1.07M +$93.8K +920 +10%
CWM
12
Centric Wealth Management
Illinois
$967K -$20K -196 -2%
SRC
13
Shufro Rose & Co
New York
$605K -$298K -2,926 -33%
Raymond James Financial
14
Raymond James Financial
Florida
$545K +$14.1K +138 +3%
Jane Street
15
Jane Street
New York
$477K -$591K -5,795 -55%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$456K +$38.3K +376 +9%
UBS Group
17
UBS Group
Switzerland
$443K +$443K +4,346 New
JIC
18
Joel Isaacson & Co
New York
$424K -$29.1K -286 -6%
TI
19
Tidal Investments
Wisconsin
$340K -$739K -7,247 -68%
Fisher Asset Management
20
Fisher Asset Management
Washington
$331K -$10.5K -103 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$309K -$1.26M -12,314 -80%
Wealthfront Advisers
22
Wealthfront Advisers
California
$241K +$241K +2,362 New
NWM
23
Nova Wealth Management
Florida
$168K +$164K +1,611 +4,603%
Morgan Stanley
24
Morgan Stanley
New York
$154K -$6.02K -59 -4%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$112K +$112K +1,095 New