The SoFi Agentic AI ETF is a new exchange-traded fund (ETF) that SoFi has announced is now available. AGIQ will make investments in US companies that are part of the BITA US Agentic AI Select Index, which tracks companies that are involved in creating, supplying, or using agentic AI technologies. Companies like Salesforce, Tesla, and NVIDIA are presently included in the index, however holdings could change.
Because of its potential to boost productivity in a variety of industries, the rise of agentic AI—autonomous systems that can decide, take action, and work with other agents or humans—is signaling a paradigm change. The World Economic Forum predicts that by 2030, the agentic AI market would have grown considerably.
The BITA US Agentic AI Select Index, which consists of publicly traded U.S. exchange-listed companies engaged in industries like autonomous industrial machinery, cybersecurity networks, self-driving transportation, AI scheduling assistants, and enabling technologies like semiconductors and cloud computing, is tracked by the SoFi Agentic AI ETF.
There are now 30 holdings in the Index; a list of holdings is available here.
AGIQ’s investment adviser will be Tidal Investments LLC, a Tidal Financial Group firm with a 0.69% gross expense ratio and a 0.69% management fee. AGIQ is available for purchase on SoFi Invest and other brokerage platforms, and it is listed on the NYSE Arca.
In addition to AGIQ, SoFi Invest currently sponsors other ETFs advised by Tidal Investments LLC:
- SoFi Select 500 (SFY) – composed of the 500 largest publicly traded U.S. companies, weighted using a proprietary growth factor
- SoFi Next 500 ETF (SFYX) – composed of 500 mid-cap U.S. companies with extra growth potential
- SoFi Social 50 ETF (SFYF) – invests in the top 50 widely held stocks on SoFi Invest
- SoFi Enhanced Yield ETF (THTA) – combines U.S. Treasuries with an overlay of credit spreads with a monthly distribution schedule
Leadership Comments
“Emerging market themes can be challenging to capture, especially for new or casual investors – but with the SoFi Agentic AI ETF, investors can easily tap into the next evolution of AI,” said Brian Walsh, Head of Advice and Planning Director at SoFi. “We’re excited to add AGIQ into our ETF suite to give our members another opportunity to expand their portfolios and access sophisticated investment strategies.”
Further Info on SoFi’s ETF offerings: CLICK HERE
