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Goldman Sachs Access Treasury 0-1 Year ETF

79 hedge funds and large institutions have $1.64B invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

70% more capital invested

Capital invested by funds: $961M → $1.64B (+$675M)

32% more funds holding

Funds holding: 6079 (+19)

8.69% more ownership

Funds ownership: 77.62%86.31% (+8.7%)

Holders
79
Holders Change
+19
Holders Change %
+31.67%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.21%
New
25
Increased
39
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$1.28M +$869K +8,685 +212%
BFPW
52
BOK Financial Private Wealth
Colorado
$1.27M -$18.5K -185 -1%
CFD
53
Creative Financial Designs
Indiana
$1.23M +$2.3K +23 +0.2%
BRWA
54
B. Riley Wealth Advisors
Florida
$1.22M +$237K +2,365 +24%
FTS
55
Fifth Third Securities
Ohio
$1M +$1M +9,995 New
CWS
56
Cypress Wealth Services
California
$852K +$38K +380 +5%
GG
57
Gofen & Glossberg
Illinois
$827K +$627K +6,260 +313%
CA
58
Cetera Advisors
Colorado
$558K +$557K +5,561 New
SKK
59
Shepherd Kaplan Krochuk
Massachusetts
$528K -$11K -110 -2%
BA
60
BKS Advisors
Michigan
$512K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$486K +$485K +4,850 New
ACI
62
Alpha Cubed Investments
California
$428K +$428K +4,277 New
SGS
63
Sterling Global Strategies
California
$422K +$421K +4,211 New
KWM
64
Kingsview Wealth Management
Oregon
$305K -$133K -1,329 -30%
WA
65
Waverly Advisors
Alabama
$305K
FFWA
66
FRG Family Wealth Advisors
Washington
$300K
SFI
67
SPC Financial Inc
Maryland
$236K +$235K +2,353 New
HSA
68
HBK Sorce Advisory
Pennsylvania
$208K -$1.9K -19 -0.9%
SEI Investments
69
SEI Investments
Pennsylvania
$165K -$41.7K -417 -20%
FGAM
70
Financial Gravity Asset Management
Texas
$122K +$21.7K +217 +22%
ASN
71
Advisory Services Network
Georgia
$89K
APA
72
American Portfolios Advisors
New York
$84K +$84K +839 New
US Bancorp
73
US Bancorp
Minnesota
$80K +$79.9K +798 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$34K +$33.7K +337 New
GRP
75
Global Retirement Partners
California
$32K +$32.4K +324 New

GBIL Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q3 2018, worth a combined $1.64B — up 70% from $961M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GBIL positions and 5 closed out — a net gain of 20 holders — while 39 added to existing stakes and 9 trimmed.

The largest buyer was Oppenheimer Asset Management, opening a new position worth an estimated $161M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.17M sold.

  • 79 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q3 2018, up from 60 in Q2 2018.
  • Funds reported $1.64B of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q3 2018, up 70% quarter-over-quarter.
  • 25 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q3 2018 and 5 closed out, a net change of +20 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q3 2018 was Oppenheimer Asset Management, an estimated $161M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q3 2018 was Virtu Financial, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2018.