SoFi Next 500 ETF
SFYX
SFYX
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
12% less funds holding
Funds holding: 17 → 15 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
15
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.16M | |
| 2 | +$819K | |
| 3 | +$540K | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.9K |
| 5 |
Morgan Stanley
New York
|
+$1.57K |
Top Sellers
| 1 | -$30.4K | |
| 2 | -$16.7K | |
| 3 | -$1K | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$285 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19 |