SoFi Social 50 ETF
SFYF
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
48% more capital invested
Capital invested by funds: $1.52M → $2.24M (+$724K)
0.87% more ownership
Funds ownership: 8.24% → 9.11% (+0.87%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
+$1.63M |
| 2 |
CJ
Caitlin John
Brighton,
Michigan
|
+$41 |
| 3 |
Morgan Stanley
New York
|
+$41 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$642K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$407K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFIM
1
Client First Investment Management
West Bend,
Wisconsin
| $1.72M | +$1.63M | +39,826 | New |
|
|
PWM
2
Perigon Wealth Management
San Francisco,
California
| $487K | -$21.3K | -520 | -4% |
|
|
CJ
3
Caitlin John
Brighton,
Michigan
| $29.2K | +$41 | +1 | +0.1% |
|
|
T
4
Transce3nd
Kyle,
Texas
| $8.2K | +$7.79K | +190 | New |
|
|
5
Morgan Stanley
New York
| $1.14K | +$41 | +1 | +4% |
|
6
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
|
GS
7
GTS Securities
Miami,
Florida
| – | -$642K | -17,100 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$407K | -10,841 | Closed |
|
SFYF Hedge Fund Activity: Q4 2024 in Review
5 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in SoFi Social 50 ETF (SFYF) for Q4 2024, worth a combined $2.24M — up 48% from $1.52M a quarter earlier.
Fund positioning in SFYF was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Client First Investment Management, opening a new position worth an estimated $1.63M. The largest seller was GTS Securities, exiting entirely with an estimated $642K sold.
- 5 institutional investors held SoFi Social 50 ETF (SFYF) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $2.24M of SoFi Social 50 ETF stock for Q4 2024, up 48% quarter-over-quarter.
- 2 funds opened new SoFi Social 50 ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest SoFi Social 50 ETF buyer in Q4 2024 was Client First Investment Management, an estimated $1.63M added.
- The largest SoFi Social 50 ETF seller in Q4 2024 was GTS Securities, an estimated $642K sold.
Based on aggregated 13F filings for Q4 2024.