SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
17 hedge funds and large institutions have $67M invested in SoFi Next 500 ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
2% more capital invested
Capital invested by funds: $65.6M → $67M (+$1.45M)
0.2% more ownership
Funds ownership: 79.65% → 79.84% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less funds holding
Funds holding: 21 → 17 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$6.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$30.7K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.87K |
| 4 |
AssetMark Inc
Concord,
California
|
+$3.96K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$1.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$1.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$514K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$260K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.44K |
| 5 |
BMC
Bear Mountain Capital
Seattle,
Washington
|
-$2.1K |
SFYX Hedge Fund Activity: Q2 2024 in Review
17 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q2 2024, worth a combined $67M — up 2.2% from $65.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SFYX and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was SoFi Wealth, adding an estimated $6.8M. The largest seller was GTS Securities, exiting entirely with an estimated $1.68M sold.
- 17 institutional investors held SoFi Next 500 ETF (SFYX) as of Q2 2024, down from 21 in Q1 2024.
- Funds reported $67M of SoFi Next 500 ETF stock for Q2 2024, up 2.2% quarter-over-quarter.
- 2 funds opened new SoFi Next 500 ETF positions in Q2 2024 and 6 closed out, a net change of -4 holders.
- The largest SoFi Next 500 ETF buyer in Q2 2024 was SoFi Wealth, an estimated $6.8M added.
- The largest SoFi Next 500 ETF seller in Q2 2024 was GTS Securities, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2024.