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WKLY

SoFi Weekly Dividend ETF
WKLY

Delisted

WKLY was delisted on the 20th of February, 2024.

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4 hedge funds and large institutions have $290K invested in SoFi Weekly Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.33% less ownership

Funds ownership: 6.46% → 3.13% (-3.3%)

20% less funds holding

Funds holding: 5 → 4 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

51% less capital invested

Capital invested by funds: $595K → $290K (-$305K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$140

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$212K
2
Jane Street
Jane Street
New York
-$68.9K
3
UBS Group
UBS Group
Switzerland
-$23.7K
4
MCC
Money Concepts Capital
Florida
-$2.75K

WKLY Hedge Fund Activity: Q1 2023 in Review

4 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in SoFi Weekly Dividend ETF (WKLY) for Q1 2023, worth a combined $290K — down 51% from $595K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WKLY and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $140. The largest seller was Citadel Advisors, exiting entirely with an estimated $212K sold.

  • 4 institutional investors held SoFi Weekly Dividend ETF (WKLY) as of Q1 2023, down from 5 in Q4 2022.
  • Funds reported $290K of SoFi Weekly Dividend ETF stock for Q1 2023, down 51% quarter-over-quarter.
  • 1 fund opened new SoFi Weekly Dividend ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest SoFi Weekly Dividend ETF buyer in Q1 2023 was Belpointe Asset Management, an estimated $140 added.
  • The largest SoFi Weekly Dividend ETF seller in Q1 2023 was Citadel Advisors, an estimated $212K sold.

Based on aggregated 13F filings for Q1 2023.