SoFi Social 50 ETF
SFYF
12 hedge funds and large institutions have $1.59M invested in SoFi Social 50 ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
85% more capital invested
Capital invested by funds: $861K → $1.59M (+$730K)
33% more funds holding
Funds holding: 9 → 12 (+3)
2.52% more ownership
Funds ownership: 3.51% → 6.03% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$336K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$258K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$247K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$214K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $759K | +$258K | +6,567 | +48% |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $322K | +$336K | +8,552 | New |
|
|
SPC
3
Sigma Planning Corp
Ann Arbor,
Michigan
| $237K | +$247K | +6,300 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $205K | +$214K | +5,442 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $40K | +$41.4K | +1,055 | +105,500% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $13K | +$6.36K | +162 | +93% |
|
|
TF
7
TimeScale Financial
Danvers,
Massachusetts
| $8K | – | – | – |
|
8
Morgan Stanley
New York
| $5K | – | – | – |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $1K | +$786 | +20 | New |
|
10
Koshinski Asset Management
Decatur,
Illinois
| $978 | – | – | – |
|
|
BW
11
Bison Wealth
Atlanta,
Georgia
| – | -$328K | -8,701 | Closed |
|
SFYF Hedge Fund Activity: Q4 2021 in Review
12 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in SoFi Social 50 ETF (SFYF) for Q4 2021, worth a combined $1.59M — up 85% from $861K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SFYF positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $336K. The largest seller was Bison Wealth, exiting entirely with an estimated $328K sold.
- 12 institutional investors held SoFi Social 50 ETF (SFYF) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $1.59M of SoFi Social 50 ETF stock for Q4 2021, up 85% quarter-over-quarter.
- 4 funds opened new SoFi Social 50 ETF positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest SoFi Social 50 ETF buyer in Q4 2021 was Perigon Wealth Management, an estimated $336K added.
- The largest SoFi Social 50 ETF seller in Q4 2021 was Bison Wealth, an estimated $328K sold.
Based on aggregated 13F filings for Q4 2021.