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SoFi Select 500 ETF

46 hedge funds and large institutions have $286M invested in SoFi Select 500 ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

11% more capital invested

Capital invested by funds: $257M → $286M (+$29.1M)

10% more funds holding

Funds holding: 4246 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.75% less ownership

Funds ownership: 49.78%49.03% (-0.75%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
11
Closed
4
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
+$426K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$224M -$2.51M -20,327 -1%
ACM
2
Advisors Capital Management
New Jersey
$14.3M +$3.3M +26,713 +32%
MFG
3
Mustico Financial Group
New York
$8.88M -$9.13K -74 -0.6%
CIA
4
Concurrent Investment Advisors
Florida
$4.87M +$9.13K +74 +0.2%
LPL Financial
5
LPL Financial
California
$4.51M +$591K +4,791 +16%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.39M +$2.72M +22,049 +185%
Citadel Advisors
7
Citadel Advisors
Florida
$4.18M +$1.43M +11,575 +56%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.27M +$3.1M +25,110 +15,218%
TFA
9
Teamwork Financial Advisors
Texas
$2.86M -$291K -2,357 -10%
TI
10
Tidal Investments
Wisconsin
$1.8M +$32.3K +262 +2%
NWM
11
Nova Wealth Management
Florida
$1.79M +$244K +1,975 +17%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.66M -$236K -1,913 -13%
WS
13
Wedbush Securities
California
$1.43M +$33.9K +275 +3%
CWM
14
Centric Wealth Management
Illinois
$1.24M -$123 -1 -0%
BNMT
15
Bawa N Mallick Trust
New York
$855K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$636K +$34.2K +277 +6%
PFA
17
Pathway Financial Advisers
Indiana
$627K +$99.1K +803 +20%
TRCT
18
Tower Research Capital (TRC)
New York
$556K +$531K +4,305 New
JIC
19
Joel Isaacson & Co
New York
$538K
JP Morgan Chase
20
JP Morgan Chase
New York
$478K +$457K +3,700 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$421K +$130K +1,055 +48%
Raymond James Financial
22
Raymond James Financial
Florida
$409K -$284K -2,300 -42%
CWM
23
Cahaba Wealth Management
Georgia
$373K
LWM
24
LJI Wealth Management
Indiana
$296K
NA
25
NewEdge Advisors
Louisiana
$277K +$264K +2,143 New

SFY Hedge Fund Activity: Q3 2025 in Review

46 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SoFi Select 500 ETF (SFY) for Q3 2025, worth a combined $286M — up 11% from $257M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SFY positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Advisors Capital Management, adding an estimated $3.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $3.52M sold.

  • 46 institutional investors held SoFi Select 500 ETF (SFY) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $286M of SoFi Select 500 ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 8 funds opened new SoFi Select 500 ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest SoFi Select 500 ETF buyer in Q3 2025 was Advisors Capital Management, an estimated $3.3M added.
  • The largest SoFi Select 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $3.52M sold.

Based on aggregated 13F filings for Q3 2025.