SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
15 hedge funds and large institutions have $54.1M invested in SoFi Next 500 ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $47.4M → $54.1M (+$6.7M)
7% more funds holding
Funds holding: 14 → 15 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 79.85% → 79.16% (-0.69%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$2.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 3 |
CFO
CVA Family Office
Denver,
Colorado
|
+$9.3K |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$224 |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$308K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$181K |
| 3 |
AssetMark Inc
Concord,
California
|
-$9.54K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$847 |
| 5 |
Morgan Stanley
New York
|
-$836 |
SFYX Hedge Fund Activity: Q4 2023 in Review
15 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q4 2023, worth a combined $54.1M — up 14% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SFYX positions and 4 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $2.58M. The largest seller was GTS Securities, exiting entirely with an estimated $308K sold.
- 15 institutional investors held SoFi Next 500 ETF (SFYX) as of Q4 2023, up from 14 in Q3 2023.
- Funds reported $54.1M of SoFi Next 500 ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 5 funds opened new SoFi Next 500 ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest SoFi Next 500 ETF buyer in Q4 2023 was SoFi Wealth, an estimated $2.58M added.
- The largest SoFi Next 500 ETF seller in Q4 2023 was GTS Securities, an estimated $308K sold.
Based on aggregated 13F filings for Q4 2023.