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SoFi Next 500 ETF
SFYX

Overview Fund Activity

17 hedge funds and large institutions have $2.3M invested in SoFi Next 500 ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
4
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$880K
2
Bank of America
Bank of America
North Carolina
+$598K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$371K
4
Citadel Advisors
Citadel Advisors
Florida
+$186K
5
Raymond James Financial
Raymond James Financial
Florida
+$143K

Top Sellers

1
SW
SoFi Wealth
California
-$77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$499K
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.56K
4
CFO
CVA Family Office
Colorado
-$1.56K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$744
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
1
GTS Securities
New York
$880K +$880K +65,074 New
Bank of America
2
Bank of America
North Carolina
$600K +$598K +44,163 +26,929%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$379K +$371K +27,432 +4,587%
Citadel Advisors
4
Citadel Advisors
Florida
$186K +$186K +13,716 New
Raymond James Financial
5
Raymond James Financial
Florida
$143K +$143K +10,536 New
UBS Group
6
UBS Group
Switzerland
$38.8K +$37.7K +2,786 +3,357%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$35.8K -$744 -55 -2%
SW
8
SoFi Wealth
California
$14.3K -$77M -5,693,192 -100%
CFO
9
CVA Family Office
Colorado
$9.13K -$1.56K -115 -15%
Morgan Stanley
10
Morgan Stanley
New York
$3.7K -$14 -1 -0.4%
AWM
11
Abound Wealth Management
Tennessee
$2.46K +$2.46K +182 New
AIC
12
Archer Investment Corporation
Indiana
$1.58K – – –
EWA
13
EverSource Wealth Advisors
Alabama
$1.02K – – –
Wells Fargo
14
Wells Fargo
California
$863 +$850 +63 +6,300%
Osaic Holdings
15
Osaic Holdings
Arizona
$801 -$1.56K -115 -66%
LFG
16
Larson Financial Group
Missouri
$365 – – –
CWP
17
Concord Wealth Partners
Virginia
$108 – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$499K -34,567 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
– -$727 -50 Closed
SS
20
Sunbelt Securities
Texas
– -$130 -9 Closed
CFD
21
Creative Financial Designs
Indiana
– -$73 -5 Closed