SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
14 hedge funds and large institutions have $47.4M invested in SoFi Next 500 ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
1% more capital invested
Capital invested by funds: $46.8M → $47.4M (+$588K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.19% less ownership
Funds ownership: 80.04% → 79.85% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$2.57M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$321K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16K |
| 4 |
AssetMark Inc
Concord,
California
|
+$9.94K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$579K |
SFYX Hedge Fund Activity: Q3 2023 in Review
14 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q3 2023, worth a combined $47.4M — up 1.3% from $46.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SFYX positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $2.57M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $579K sold.
- 14 institutional investors held SoFi Next 500 ETF (SFYX) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $47.4M of SoFi Next 500 ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
- 3 funds opened new SoFi Next 500 ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest SoFi Next 500 ETF buyer in Q3 2023 was SoFi Wealth, an estimated $2.57M added.
- The largest SoFi Next 500 ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $579K sold.
Based on aggregated 13F filings for Q3 2023.