SoFi Social 50 ETF
SFYF
7 hedge funds and large institutions have $1.3M invested in SoFi Social 50 ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
26% more capital invested
Capital invested by funds: $1.03M → $1.3M (+$272K)
1.11% more ownership
Funds ownership: 6.82% → 7.93% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$149K |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$1.93K |
| 3 |
Morgan Stanley
New York
|
+$744 |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$28 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$21.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
Miami,
Florida
| $979K | +$149K | +5,420 | +20% |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $318K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.84K | -$21.6K | -786 | -89% |
|
|
TWC
4
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $2K | +$1.93K | +70 | New |
|
|
5
Morgan Stanley
New York
| $1.61K | +$744 | +27 | +108% |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $617 | +$28 | +1 | +5% |
|
|
7
Wells Fargo
San Francisco,
California
| $38 | +$28 | +1 | New |
|
SFYF Hedge Fund Activity: Q4 2023 in Review
7 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in SoFi Social 50 ETF (SFYF) for Q4 2023, worth a combined $1.3M — up 26% from $1.03M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SFYF positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, adding an estimated $149K. The largest seller was UBS Group, cutting an estimated $21.6K.
- 7 institutional investors held SoFi Social 50 ETF (SFYF) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $1.3M of SoFi Social 50 ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 2 funds opened new SoFi Social 50 ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest SoFi Social 50 ETF buyer in Q4 2023 was GTS Securities, an estimated $149K added.
- The largest SoFi Social 50 ETF seller in Q4 2023 was UBS Group, an estimated $21.6K sold.
Based on aggregated 13F filings for Q4 2023.