SFYX icon

SoFi Next 500 ETF
SFYX

13 hedge funds and large institutions have $432K invested in SoFi Next 500 ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

1
-$1.1M
2
-$285K
3
-$144K
4
UBS Group
UBS Group
Switzerland
-$94.9K
5
Bank of America
Bank of America
North Carolina
-$36.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1
GTS Securities
New York
$222K
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$137K
Fidelity Investments
3
Fidelity Investments
Massachusetts
$34.4K
SW
4
SoFi Wealth
California
$11.6K
CFO
5
CVA Family Office
Colorado
$10.9K
UBS Group
6
UBS Group
Switzerland
$7.5K
Morgan Stanley
7
Morgan Stanley
New York
$4.41K
AIC
8
Archer Investment Corporation
Indiana
$1.88K
EWA
9
EverSource Wealth Advisors
Alabama
$1.22K
LFG
10
Larson Financial Group
Missouri
$434
CWM
11
Copia Wealth Management
Oregon
$241
CWP
12
Concord Wealth Partners
Virginia
$129
Wells Fargo
13
Wells Fargo
California
$9
Raymond James Financial
14
Raymond James Financial
Florida
–
Bank of America
15
Bank of America
North Carolina
–
SS
16
Sunbelt Securities
Texas
–