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Goldman Sachs Access Treasury 0-1 Year ETF
GBIL

49 hedge funds and large institutions have $921M invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

29% more capital invested

Capital invested by funds: $713M → $921M (+$208M)

29% more funds holding

Funds holding: 38 → 49 (+11)

9.11% more ownership

Funds ownership: 82.47% → 91.57% (+9.1%)

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
1.12%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
17
Increased
17
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
+$56.8M
2
SWP
Stratos Wealth Partners
Ohio
+$50M
3
SMM
Stadion Money Management
Georgia
+$17.4M
4
UBS Group
UBS Group
Switzerland
+$16M
5
AACR
ACR Alpine Capital Research
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$5M
2
MOS
MGO One Seven
Ohio
-$990K
3
SAS
Sage Advisory Services
Texas
-$604K
4
LPL Financial
LPL Financial
California
-$542K
5
Creative Planning
Creative Planning
Kansas
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.59M +$276K +2,756 +21%
BFPW
27
BOK Financial Private Wealth
Colorado
$1.34M +$1.34M +13,355 New
FANJ
28
Financial Architects (New Jersey)
New Jersey
$1.23M – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.12M -$296K -2,956 -21%
SMFS
30
Squar Milner Financial Services
California
$1.08M – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$946K +$945K +9,450 New
CFC
32
Coyle Financial Counsel
Illinois
$921K +$920K +9,200 New
WIM
33
Westside Investment Management
California
$920K +$20K +200 +2%
IA
34
IndexIQ Advisors
New York
$915K +$915K +9,148 New
HWP
35
Hefty Wealth Partners
Indiana
$703K +$703K +7,027 New
MOS
36
MGO One Seven
Ohio
$633K -$990K -9,900 -61%
BRWA
37
B. Riley Wealth Advisors
Florida
$593K +$240K +2,395 +68%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$538K +$268K +2,680 +99%
BA
39
BKS Advisors
Michigan
$513K – – –
KWM
40
Kingsview Wealth Management
Oregon
$438K -$97.7K -977 -18%
BCM
41
Brookstone Capital Management
Illinois
$310K +$310K +3,097 New
WA
42
Waverly Advisors
Alabama
$304K – – –
FFWA
43
FRG Family Wealth Advisors
Washington
$300K – – –
OCM
44
One Capital Management
California
$300K +$300K +3,000 New
HSA
45
HBK Sorce Advisory
Pennsylvania
$209K – – –
EA
46
Edge Advisors
Georgia
$169K – – –
ASN
47
Advisory Services Network
Georgia
$89K +$89K +890 New
OFS
48
Orrstown Financial Services
Pennsylvania
$44K – – –
CFA
49
Carroll Financial Associates
North Carolina
$15K +$15K +150 New
CAN
50
Cetera Advisor Networks
California
– -$5M -50,037 Closed
1
2
3

GBIL Hedge Fund Activity: Q1 2018 in Review

49 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q1 2018, worth a combined $921M — up 29% from $713M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GBIL positions and 6 closed out — a net gain of 11 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $56.8M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $5M sold.

  • 49 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $921M of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q1 2018, up 29% quarter-over-quarter.
  • 17 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q1 2018 and 6 closed out, a net change of +11 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q1 2018 was Freedom Investment Management, an estimated $56.8M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q1 2018 was Cetera Advisor Networks, an estimated $5M sold.

Based on aggregated 13F filings for Q1 2018.