공시 • 3h
SoFi Technologies Announces Availability Of The SoFi Social 50 Income ETF
SoFi Technologies, Inc. announced the availability of a new exchange-traded fund (ETF), the SoFi Social 50 Income ETF (NYSE Arca: SFYI). SFYI invests in the top 50 U.S.-listed stocks held by SoFi Invest self-directed brokerage accounts and adds an actively managed options strategy designed to pursue monthly income distributions and growth potential. SFYI offers a simpler way to access potential income by combining a professionally managed options strategy with a diversified portfolio of stocks held in SoFi Invest self-directed brokerage accounts. Through a single ETF, investors can gain exposure to an options-based income strategy without having to build and manage covered call positions on their own. SFYI offers a simpler path to options-based income with strategies such as covered calls and call spreads. By embedding these tools directly into the fund, investors receive: Lower Capital Barriers: Covered call strategies typically require owning at least 100 shares of a stock. SFYI provides access to an options-based income strategy through a single ETF. Active Management: The fund is actively managed by professional portfolio managers, removing the need for investors to manually execute and manage options trades. Convenient ETF Structure: SFYI provides an efficient way for investors to access complex options strategies rather than executing them independently. Greater Diversification: Rather than concentrating on a single company stock, the fund's options strategy is applied across a broad portfolio of some of the most widely-held stocks, offering a more diversified approach to income investing. SFYI builds upon SoFi’s existing ETF, the SoFi Social 50 ETF, which invests in the top 50 stocks most widely held by members of the SoFi Active Invest community, and adds an income-generating options strategy. Current holdings for SFYF, though subject to change, include names such as Tesla, NVIDIA, and Amazon. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. SFYI is a series of Tidal Trust I. Tidal Investments LLC, a Tidal Financial Group company, is the Investment Adviser to SFYI with a gross expense ratio of 0.73%. SoFi serves as brand sponsor and marketing support provider, but does not make investment decisions, provide investment advice, or otherwise act as investment adviser. SFYI is listed on NYSE Arca and can be purchased through SoFi Invest and other brokerage platforms like other ETFs available in the secondary market. In addition to SFYI and SFYF, other SoFi-sponsored ETFs are advised by Tidal Investments LLC: SoFi Agentic AI ETF (AGIQ) – invests in U.S. companies driving the next wave of artificial intelligence. SoFi Select 500 (SFY) – composed of the 500 largest publicly traded U.S. companies, weighted using a proprietary growth factor. SoFi Enhanced Yield ETF (THTA) – combines U.S. Treasuries and options-trading to pursue monthly income. INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE. Investing involves risk, including possible loss of principal. SFYI’s investment objective, strategy, distribution target, and references to monthly income, long-term capital appreciation, growth potential, or options-based income are not guarantees of future results. There is no guarantee that SFYI will achieve its investment objective or make distributions in any given month. Distributions, if any, may vary and may include return of capital. Options strategies involve risks different from ordinary portfolio securities transactions and may limit gains or result in losses. SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC when offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC. Neither SoFi Securities LLC nor SoFi Wealth LLC are the issuer, investment adviser, distributor, or underwriter of SFYI and do not sponsor SFYI in their broker-dealer or investment adviser capacities, respectively. Before investing in Exchange Traded Funds (ETFs), always read the fund's prospectus. It contains important information about the fund’s objectives, risks, and fees. Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indexes. NAV Decline Risk Due to Distributions. When the Fund makes a distribution, the Fund’s NAV will typically drop by the amount of the distribution on the related ex-dividend date. Concentration Risk. The Fund’s investments will be concentrated in an industry or group of industries to the extent SFYF is so concentrated. High Portfolio Turnover Risk. The Fund may actively and frequently trade all or a significant portion of the Fund’s holdings. A high portfolio turnover rate increases transaction costs, which may increase the Fund’s expenses. New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions. Non-Diversification Risk. The Fund is classified as “non-diversified,” which means the Fund may invest a larger percentage of its assets in the securities of a smaller number of issuers than a diversified fund. If you purchase investment funds, including Exchange Traded Funds (ETFs), through SoFi Invest, either on your own or with automated investing, the funds have their own management fees. These fees are paid by the fund itself, not directly by you and can reduce the fund's returns. More detailed information about a fund's fees can be found in its prospectus. SoFi Invest does not receive sales commissions or other fees from the ETFs it invests in on your behalf, but could earn management fees if SoFi Invest creates its own fund(s). SoFi may waive or change its fees at any time. The most current fee schedule is available in your Account Documents within the SoFi app or online account. Distributed by Foreside Fund Services, LLC. Foreside is not affiliated with SoFi or Tidal.