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SoFi Next 500 ETF
SFYX

Overview Fund Activity

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, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SoFi Wealth
California
$62.9M
2
GS
2
GTS Securities
New York
$1.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$417K
4
AssetMark Inc
4
AssetMark Inc
California
$13.4K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.66K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.15K
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.89K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1
SoFi Wealth
California
$62.9M +$4.72M +337,774 +8%
GS
2
GTS Securities
New York
$1.68M +$1.68M +120,077 New
Citadel Advisors
3
Citadel Advisors
Florida
$514K +$14 +1 +0%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$417K +$73K +5,228 +21%
AssetMark Inc
5
AssetMark Inc
California
$13.4K +$13.4K +957 New
CFO
6
CVA Family Office
Colorado
$11K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$7.15K -$433 -31 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.89K -$14 -1 -0.5%
BMC
9
Bear Mountain Capital
Washington
$2.1K – – –
HFS
10
Hantz Financial Services
Michigan
$2K +$210 +13 +12%
Morgan Stanley
11
Morgan Stanley
New York
$1.66K -$1.55K -111 -48%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1K +$1K +84 New
EWA
13
EverSource Wealth Advisors
Alabama
$991 +$991 +75 New
AFS
14
Annapolis Financial Services
Maryland
$740 – – –
Bank of America
15
Bank of America
North Carolina
$740 +$740 +53 New
LFG
16
Larson Financial Group
Missouri
$377 – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$279 +$279 +20 New
SS
18
Sunbelt Securities
Texas
$126 – – –
CWP
19
Concord Wealth Partners
Virginia
$112 +$112 +8 New
NA
20
NewEdge Advisors
Louisiana
$28 – – –
Wells Fargo
21
Wells Fargo
California
$13 – – –
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
– -$243 -19 Closed