SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
11 hedge funds and large institutions have $41M invested in SoFi Next 500 ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $37.2M → $41M (+$3.84M)
1.1% more ownership
Funds ownership: 76.66% → 77.76% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
15% less funds holding
Funds holding: 13 → 11 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$2.26M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$120K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$653 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$268 |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$105 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.01K |
| 2 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$805 |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$677 |
| 4 |
BlackRock
New York
|
-$518 |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$198 |
SFYX Hedge Fund Activity: Q1 2023 in Review
11 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q1 2023, worth a combined $41M — up 10% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SFYX and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was SoFi Wealth, adding an estimated $2.26M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $1.01K sold.
- 11 institutional investors held SoFi Next 500 ETF (SFYX) as of Q1 2023, down from 13 in Q4 2022.
- Funds reported $41M of SoFi Next 500 ETF stock for Q1 2023, up 10% quarter-over-quarter.
- 3 funds opened new SoFi Next 500 ETF positions in Q1 2023 and 5 closed out, a net change of -2 holders.
- The largest SoFi Next 500 ETF buyer in Q1 2023 was SoFi Wealth, an estimated $2.26M added.
- The largest SoFi Next 500 ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $1.01K sold.
Based on aggregated 13F filings for Q1 2023.