SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
21 hedge funds and large institutions have $65.6M invested in SoFi Next 500 ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
40% more funds holding
Funds holding: 15 → 21 (+6)
21% more capital invested
Capital invested by funds: $54.1M → $65.6M (+$11.5M)
0.49% more ownership
Funds ownership: 79.16% → 79.65% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$4.41M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$1.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$68.3K |
| 4 |
AssetMark Inc
Concord,
California
|
+$12.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$405 |
| 2 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$243 |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13 |
SFYX Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q1 2024, worth a combined $65.6M — up 21% from $54.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SFYX positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $4.41M. The largest seller was Osaic Holdings, cutting an estimated $405.
- 21 institutional investors held SoFi Next 500 ETF (SFYX) as of Q1 2024, up from 15 in Q4 2023.
- Funds reported $65.6M of SoFi Next 500 ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 7 funds opened new SoFi Next 500 ETF positions in Q1 2024 and 1 closed out, a net change of +6 holders.
- The largest SoFi Next 500 ETF buyer in Q1 2024 was SoFi Wealth, an estimated $4.41M added.
- The largest SoFi Next 500 ETF seller in Q1 2024 was Osaic Holdings, an estimated $405 sold.
Based on aggregated 13F filings for Q1 2024.