SoFi Enhanced Yield ETF
THTA
11 hedge funds and large institutions have $13.7M invested in SoFi Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.31% less ownership
Funds ownership: 47.49% → 37.18% (-10%)
17% less capital inflows, than outflows
Capital inflows: $7.91M | Capital outflows: $9.48M
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.51M |
| 2 |
Optivise Advisory Services
Franklin,
Tennessee
|
+$1.87M |
| 3 |
Virtue Capital Management
Brentwood,
Tennessee
|
+$370K |
| 4 |
Tidal Investments
Milwaukee,
Wisconsin
|
+$228K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Centaurus Financial
Anaheim,
California
|
-$7.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 3 |
HUB Investment Partners
Austin,
Texas
|
-$212K |
| 4 |
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$101K |
| 5 |
Jane Street
New York
|
-$69.6K |
THTA Hedge Fund Activity: Q4 2024 in Review
11 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in SoFi Enhanced Yield ETF (THTA) for Q4 2024, worth a combined $13.7M — down 23% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new THTA positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $2.51M. The largest seller was Centaurus Financial, cutting an estimated $7.67M.
- 11 institutional investors held SoFi Enhanced Yield ETF (THTA) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $13.7M of SoFi Enhanced Yield ETF stock for Q4 2024, down 23% quarter-over-quarter.
- 5 funds opened new SoFi Enhanced Yield ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest SoFi Enhanced Yield ETF buyer in Q4 2024 was Concurrent Investment Advisors, an estimated $2.51M added.
- The largest SoFi Enhanced Yield ETF seller in Q4 2024 was Centaurus Financial, an estimated $7.67M sold.
Based on aggregated 13F filings for Q4 2024.