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SoFi Select 500 ETF
SFY

Overview Fund Activity

41 hedge funds and large institutions have $257M invested in SoFi Select 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
17
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advisors Capital Management
New Jersey
$9.96M
2
Two Sigma Investments
Two Sigma Investments
New York
$3.52M
3
Citadel Advisors
Citadel Advisors
Florida
$2.45M
4
SW
SoFi Wealth
California
$207M
5
TI
Tidal Investments
Wisconsin
$1.61M

Top Sellers

1
GS
GTS Securities
New York
$0
2
CLGM
Capitolis Liquid Global Markets
New York
$0
3
Bank of America
Bank of America
North Carolina
$286K
4
SRC
Shufro Rose & Co
New York
$0
5
UBS Group
UBS Group
Switzerland
$28.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1
SoFi Wealth
California
$207M +$1.94M +16,457 +0.9%
ACM
2
Advisors Capital Management
New Jersey
$9.96M +$4.82M +40,824 +94%
MFG
3
Mustico Financial Group
New York
$8.42M +$8.42M +13,350 New
CIA
4
Concurrent Investment Advisors
Florida
$4.45M +$410K +3,470 +10%
LPL Financial
5
LPL Financial
California
$3.56M +$560K +4,744 +19%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.52M +$3.52M +29,800 New
TFA
7
Teamwork Financial Advisors
Texas
$2.9M -$56K -474 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$2.45M +$2.09M +17,728 +586%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$107K +907 +7%
TI
10
Tidal Investments
Wisconsin
$1.61M +$1.22M +10,313 +309%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.41M -$31.9K -270 -2%
NWM
12
Nova Wealth Management
Florida
$1.41M +$1.21M +10,260 +623%
WS
13
Wedbush Securities
California
$1.27M +$30.7K +260 +2%
CWM
14
Centric Wealth Management
Illinois
$1.14M -$25.2K -205 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$645K +$14.3K +121 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$548K +$20K +169 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$517K +$498K +4,575 +2,528%
Marshall Wace
18
Marshall Wace
United Kingdom
$499K +$499K +4,226 New
JIC
19
Joel Isaacson & Co
New York
$492K – – –
PFA
20
Pathway Financial Advisers
Indiana
$482K +$482K +4,083 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$432K +$432K +3,660 New
CWM
22
Cahaba Wealth Management
Georgia
$341K +$341K +2,890 New
AssetMark Inc
23
AssetMark Inc
California
$297K +$200K +1,693 +205%
Bank of America
24
Bank of America
North Carolina
$286K -$1.34M -11,321 -82%
LWM
25
LJI Wealth Management
Indiana
$271K +$271K +2,295 New
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