SoFi Next 500 ETF (SFYX)

• Market cap: $24M
• 1 day: 0.15%
• 5 days: 1.21%
• 1 month: -2.27%
• 3 months: -11.46%
• 6 months: -6.51%
• Year to date: -8.12%
• 1 year: 1.52%
• 5 years: 57.92%
• 10 years: 33.20%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 15 [Q3] → 17 (+2) [Q4]

4% more capital invested

Capital invested by funds: $79.3M [Q3] → $82.8M (+$3.54M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.93% less ownership

Funds ownership: 81.69% [Q3] → 80.76% (-0.93%) [Q4]