SoFi Next 500 ETF (SFYX)

• Market cap: $27M
• 1 day: 1.8%
• 5 days: 1.11%
• 1 month: 5.89%
• 3 months: 11.67%
• 6 months: 20.03%
• Year to date: 12.52%
• 1 year: 16.69%
• 5 years: 63.76%
• 10 years: 63.11%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 17 [Q1] → 17 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.72% less ownership

Funds ownership: 9.43% [Q1] → 7.71% (-1.72%) [Q2]

15% less capital invested

Capital invested by funds: $2.3M [Q1] → $1.96M (-$339K) [Q2]

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6