SoFi Weekly Dividend ETF
WKLY
WKLY was delisted on the 20th of February, 2024.
4 hedge funds and large institutions have $511K invested in SoFi Weekly Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
55% less capital invested
Capital invested by funds: $1.14M → $511K (-$625K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$943 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$399K |
| 2 |
Jane Street
New York
|
-$211K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $506K | -$399K | -8,464 | -43% |
|
|
2
UBS Group
Zurich,
Switzerland
| $3.51K | -$1.23K | -26 | -25% |
|
|
3
Morgan Stanley
New York
| $912 | +$943 | +20 | New |
|
|
PA
4
Parallel Advisors
San Francisco,
California
| $480 | – | – | – |
|
|
5
Jane Street
New York
| – | -$211K | -4,496 | Closed |
|
WKLY Hedge Fund Activity: Q3 2023 in Review
4 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SoFi Weekly Dividend ETF (WKLY) for Q3 2023, worth a combined $511K — down 55% from $1.14M a quarter earlier.
Fund positioning in WKLY was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $943. The largest seller was GTS Securities, cutting an estimated $399K.
- 4 institutional investors held SoFi Weekly Dividend ETF (WKLY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $511K of SoFi Weekly Dividend ETF stock for Q3 2023, down 55% quarter-over-quarter.
- 1 fund opened new SoFi Weekly Dividend ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest SoFi Weekly Dividend ETF buyer in Q3 2023 was Morgan Stanley, an estimated $943 added.
- The largest SoFi Weekly Dividend ETF seller in Q3 2023 was GTS Securities, an estimated $399K sold.
Based on aggregated 13F filings for Q3 2023.