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SoFi Social 50 ETF

3 hedge funds and large institutions have $346K invested in SoFi Social 50 ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3
Holders Change
-4
Holders Change %
-57.14%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1
Perigon Wealth Management
California
$346K
Morgan Stanley
2
Morgan Stanley
New York
$812 -$877 -27 -52%
Wells Fargo
3
Wells Fargo
California
$19
GS
4
GTS Securities
New York
-$979K -32,719 Closed
UBS Group
5
UBS Group
Switzerland
-$2.84K -95 Closed
TWC
6
TD Waterhouse Canada
Ontario, Canada
-$2K -70 Closed
PA
7
Parallel Advisors
California
-$617 -21 Closed