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SoFi Social 50 ETF

5 hedge funds and large institutions have $2.24M invested in SoFi Social 50 ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFIM
1
Client First Investment Management
Wisconsin
$1.72M +$1.72M +39,826 New
PWM
2
Perigon Wealth Management
California
$487K -$22.6K -520 -4%
CJ
3
Caitlin John
Michigan
$29.2K +$43 +1 +0.1%
T
4
Transce3nd
Texas
$8.2K +$8.2K +190 New
Morgan Stanley
5
Morgan Stanley
New York
$1.14K +$44 +1 +4%
Wells Fargo
6
Wells Fargo
California
$11 -$3
GS
7
GTS Securities
New York
-$642K -17,100 Closed
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$407K -10,841 Closed