Amplify Samsung SOFR ETF
SOFR
8 hedge funds and large institutions have $288M invested in Amplify Samsung SOFR ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
45% more capital invested
Capital invested by funds: $199M → $288M (+$89.4M)
33% more funds holding
Funds holding: 6 → 8 (+2)
8.15% more ownership
Funds ownership: 72.19% → 80.34% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$92M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$833K |
| 3 |
LPL Financial
San Diego,
California
|
+$279K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$57.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$50.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.58M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$240K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Capital Wealth Planning
Naples,
Florida
| $285M | +$92M | +916,875 | +48% |
|
|
2
LPL Financial
San Diego,
California
| $1.44M | +$279K | +2,786 | +24% |
|
|
SPIA
3
Steward Partners Investment Advisory
New York
| $832K | +$833K | +8,304 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $603K | -$240K | -2,390 | -28% |
|
|
5
Stifel Financial
St. Louis,
Missouri
| $272K | +$57.5K | +573 | +27% |
|
|
6
MML Investors Services
Springfield,
Massachusetts
| $270K | -$11.6K | -116 | -4% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $50.1K | +$50.2K | +500 | New |
|
8
UBS Group
Zurich,
Switzerland
| $11.9K | +$11.9K | +119 | New |
|
|
FTUS
9
Flow Traders U.S.
New York
| – | -$3.58M | -35,713 | Closed |
|
SOFR Hedge Fund Activity: Q4 2025 in Review
8 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Amplify Samsung SOFR ETF (SOFR) for Q4 2025, worth a combined $288M — up 45% from $199M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SOFR positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Capital Wealth Planning, adding an estimated $92M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.58M sold.
- 8 institutional investors held Amplify Samsung SOFR ETF (SOFR) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $288M of Amplify Samsung SOFR ETF stock for Q4 2025, up 45% quarter-over-quarter.
- 3 funds opened new Amplify Samsung SOFR ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Amplify Samsung SOFR ETF buyer in Q4 2025 was Capital Wealth Planning, an estimated $92M added.
- The largest Amplify Samsung SOFR ETF seller in Q4 2025 was Flow Traders U.S., an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2025.