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Goldman Sachs Access Treasury 0-1 Year ETF
GBIL

309 hedge funds and large institutions have $4.86B invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

7.1% more ownership

Funds ownership: 80.81% → 87.91% (+7.1%)

0% more funds holding

Funds holding: 309 → 309 (0)

1% less capital invested

Capital invested by funds: $4.9B → $4.86B (-$42.5M)

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

26% less funds holding in top 10

Funds holding in top 10: 35 → 26 (-9)

Holders
309
Holders Change
–
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.38%
New
44
Increased
106
Reduced
137
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$551M
2
AACR
ACR Alpine Capital Research
Missouri
+$165M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$70.8M
4
OAM
Oppenheimer Asset Management
New York
+$31M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$27.6M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$366M
2
Goldman Sachs
Goldman Sachs
New York
-$114M
3
CA
Crane Advisory
California
-$62.1M
4
Bank of America
Bank of America
North Carolina
-$56.1M
5
Wells Fargo
Wells Fargo
California
-$47.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
301
Key Financial Inc
Pennsylvania
$2.1K – – –
Lazard Asset Management
302
Lazard Asset Management
New York
$2K – – –
CWP
303
Concord Wealth Partners
Virginia
$1.7K +$1.1K +11 +183%
CPG
304
Cornerstone Planning Group
New Jersey
$1.4K – – –
IBOK
305
Independence Bank of Kentucky
Kentucky
$1.1K +$1.1K +11 New
BCM
306
Bourgeon Capital Management
Connecticut
$998 +$999 +10 New
SC
307
SouthState Corp
Florida
$997 +$999 +10 New
RIM
308
Rockbridge Investment Management
New York
$300 +$300 +3 New
1832 Asset Management
309
1832 Asset Management
Ontario, Canada
$100 – – –
TRCT
310
Tower Research Capital (TRC)
New York
$100 – – –
ETC
311
Exchange Traded Concepts
Oklahoma
– -$366M -3,652,937 Closed
Jane Street
312
Jane Street
New York
– -$14.9M -148,687 Closed
CL
313
Cabana LLC
Arkansas
– -$13.4M -133,606 Closed
WA
314
Win Advisors
Florida
– -$12M -119,756 Closed
LWM
315
Ledge Wealth Management
Minnesota
– -$10.2M -102,035 Closed
CWA
316
Centennial Wealth Advisory
Michigan
– -$3.66M -36,541 Closed
Creative Planning
317
Creative Planning
Kansas
– -$1.48M -14,813 Closed
OWA
318
Outlook Wealth Advisors
Texas
– -$1.18M -11,745 Closed
EFG
319
Ethos Financial Group
Pennsylvania
– -$996K -9,950 Closed
MFS
320
Madrona Financial Services
Washington
– -$848K -8,466 Closed
HA
321
Herold Advisors
New York
– -$772K -7,711 Closed
SAG
322
SageView Advisory Group
California
– -$661K -6,598 Closed
LCWP
323
Legacy Capital Wealth Partners
Arkansas
– -$477K -4,769 Closed
IP
324
Intellectus Partners
California
– -$401K -4,006 Closed
IWM
325
IHT Wealth Management
Illinois
– -$380K -3,796 Closed
10 11 12
13
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GBIL Hedge Fund Activity: Q4 2023 in Review

309 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q4 2023, worth a combined $4.86B — down 0.87% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GBIL positions and 40 closed out — a net gain of 4 holders — while 106 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $551M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $366M sold.

  • 309 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $4.86B of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q4 2023, down 0.87% quarter-over-quarter.
  • 44 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q4 2023 and 40 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q4 2023 was Morgan Stanley, an estimated $551M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q4 2023 was Exchange Traded Concepts, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.