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SoFi Select 500 ETF

42 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, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $209M → $257M (+$47.6M)

8% more funds holding

Funds holding: 3942 (+3)

2.59% more ownership

Funds ownership: 47.19%49.78% (+2.6%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% 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
16
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$207M +$1.76M +16,457 +0.9%
ACM
2
Advisors Capital Management
New Jersey
$9.96M +$4.36M +40,824 +94%
MFG
3
Mustico Financial Group
New York
$8.42M +$1.43M +13,350 New
CIA
4
Concurrent Investment Advisors
Florida
$4.45M +$371K +3,470 +10%
LPL Financial
5
LPL Financial
California
$3.56M +$507K +4,744 +19%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.52M +$3.18M +29,800 New
TFA
7
Teamwork Financial Advisors
Texas
$2.9M -$50.7K -474 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$2.45M +$1.89M +17,728 +586%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$96.9K +907 +7%
TI
10
Tidal Investments
Wisconsin
$1.61M +$1.1M +10,313 +309%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.41M -$28.9K -270 -2%
NWM
12
Nova Wealth Management
Florida
$1.41M +$1.1M +10,260 +623%
WS
13
Wedbush Securities
California
$1.27M +$27.8K +260 +2%
CWM
14
Centric Wealth Management
Illinois
$1.14M -$21.9K -205 -2%
BNMT
15
Bawa N Mallick Trust
New York
$782K
Raymond James Financial
16
Raymond James Financial
Florida
$645K +$12.9K +121 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$548K +$18.1K +169 +4%
Marshall Wace
18
Marshall Wace
United Kingdom
$499K +$452K +4,226 New
JIC
19
Joel Isaacson & Co
New York
$492K
PFA
20
Pathway Financial Advisers
Indiana
$482K +$436K +4,083 New
CWM
21
Cahaba Wealth Management
Georgia
$341K +$309K +2,890 New
AssetMark Inc
22
AssetMark Inc
California
$297K +$181K +1,693 +205%
Bank of America
23
Bank of America
North Carolina
$286K -$1.21M -11,321 -82%
LWM
24
LJI Wealth Management
Indiana
$271K +$245K +2,295 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$260K +$236K +2,205 New

SFY Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q2 2025, worth a combined $257M — up 23% from $209M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFY positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Capital Management, adding an estimated $4.36M. The largest seller was GTS Securities, exiting entirely with an estimated $3.99M sold.

  • 42 institutional investors held SoFi Select 500 ETF (SFY) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $257M of SoFi Select 500 ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 11 funds opened new SoFi Select 500 ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest SoFi Select 500 ETF buyer in Q2 2025 was Advisors Capital Management, an estimated $4.36M added.
  • The largest SoFi Select 500 ETF seller in Q2 2025 was GTS Securities, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2025.