SoFi Next 500 ETF (SFYX)

• Market cap: $104M
• 1 day: 0.00%
• 5 days: -2.49%
• 1 month: -5.92%
• 3 months: 1.40%
• 6 months: 8.64%
• Year to date: -0.55%
• 1 year: 15.04%
• 5 years: 35.65%
• 10 years: 44.17%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

18% more capital invested

Capital invested by funds: $67M [Q2] → $79.3M (+$12.2M) [Q3]

1.84% more ownership

Funds ownership: 79.85% [Q2] → 81.69% (+1.84%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

12% less funds holding

Funds holding: 17 [Q2] → 15 (-2) [Q3]

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4