SoFi Next 500 ETF
SFYX
SFYX was delisted on the 18th of February, 2026.
17 hedge funds and large institutions have $82.8M invested in SoFi Next 500 ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 15 → 17 (+2)
4% more capital invested
Capital invested by funds: $79.3M → $82.8M (+$3.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.93% less ownership
Funds ownership: 81.69% → 80.76% (-0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SoFi Wealth
San Francisco,
California
|
+$3.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.89K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.62K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.44K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$819K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
-$428 |
| 4 |
Morgan Stanley
New York
|
-$45 |
SFYX Hedge Fund Activity: Q4 2024 in Review
17 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in SoFi Next 500 ETF (SFYX) for Q4 2024, worth a combined $82.8M — up 4.5% from $79.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SFYX positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was SoFi Wealth, adding an estimated $3.7M. The largest seller was GTS Securities, exiting entirely with an estimated $819K sold.
- 17 institutional investors held SoFi Next 500 ETF (SFYX) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $82.8M of SoFi Next 500 ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
- 5 funds opened new SoFi Next 500 ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest SoFi Next 500 ETF buyer in Q4 2024 was SoFi Wealth, an estimated $3.7M added.
- The largest SoFi Next 500 ETF seller in Q4 2024 was GTS Securities, an estimated $819K sold.
Based on aggregated 13F filings for Q4 2024.