SoFi Weekly Dividend ETF
WKLY
WKLY was delisted on the 20th of February, 2024.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$140 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$212K |
| 2 |
Jane Street
New York
|
-$68.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$23.7K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $278K | -$68.9K | -1,480 | -20% |
|
|
2
UBS Group
Zurich,
Switzerland
| $11.4K | -$23.7K | -510 | -67% |
|
|
PA
3
Parallel Advisors
San Francisco,
California
| $482 | – | – | – |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $139 | +$140 | +3 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$212K | -4,606 | Closed |
|
|
MCC
6
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2.75K | -60 | Closed |
|
WKLY Hedge Fund Activity: Q1 2023 in Review
4 of the 6,275 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.