SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
15 hedge funds and large institutions have $79.3M invested in SoFi Next 500 ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
18% more capital invested
Capital invested by funds: $67M → $79.3M (+$12.2M)
1.85% more ownership
Funds ownership: 79.84% → 81.69% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 17 → 15 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$5.91M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$786K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$518K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21K |
| 5 |
Morgan Stanley
New York
|
+$1.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$30.4K |
| 2 |
AssetMark Inc
Concord,
California
|
-$16.7K |
| 3 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
-$1K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$274 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$14 |
SFYX Hedge Fund Activity: Q3 2024 in Review
15 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q3 2024, worth a combined $79.3M — up 18% from $67M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SFYX and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was SoFi Wealth, adding an estimated $5.91M. The largest seller was UBS Group, exiting entirely with an estimated $30.4K sold.
- 15 institutional investors held SoFi Next 500 ETF (SFYX) as of Q3 2024, down from 17 in Q2 2024.
- Funds reported $79.3M of SoFi Next 500 ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 2 funds opened new SoFi Next 500 ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest SoFi Next 500 ETF buyer in Q3 2024 was SoFi Wealth, an estimated $5.91M added.
- The largest SoFi Next 500 ETF seller in Q3 2024 was UBS Group, an estimated $30.4K sold.
Based on aggregated 13F filings for Q3 2024.