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SoFi Next 500 ETF

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.

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$66.8M +$6.73M +504,558 +11%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$141K -$257K -19,316 -65%
UBS Group
3
UBS Group
Switzerland
$30.4K +$30.4K +2,280 New
AssetMark Inc
4
AssetMark Inc
California
$16.7K +$3.92K +294 +31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.5K +$7.78K +584 +282%
CFO
6
CVA Family Office
Colorado
$10.5K
Morgan Stanley
7
Morgan Stanley
New York
$2.23K +$641 +48 +40%
AIC
8
Archer Investment Corporation
Indiana
$1.56K +$1.56K +117 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.44K -$5.38K -404 -79%
EWA
10
EverSource Wealth Advisors
Alabama
$1.05K
HFS
11
Hantz Financial Services
Michigan
$1K -$117 -13 -10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$933 +$666 +50 +250%
AFS
13
Annapolis Financial Services
Maryland
$707
LFG
14
Larson Financial Group
Missouri
$360
SS
15
Sunbelt Securities
Texas
$120
CWP
16
Concord Wealth Partners
Virginia
$107
Wells Fargo
17
Wells Fargo
California
$19
GS
18
GTS Securities
New York
-$1.68M -120,077 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$514K -36,841 Closed
BMC
20
Bear Mountain Capital
Washington
-$2.1K -160 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$1K -84 Closed
Bank of America
22
Bank of America
North Carolina
-$740 -53 Closed
NA
23
NewEdge Advisors
Louisiana
-$28 -2 Closed