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Goldman Sachs Access Treasury 0-1 Year ETF

306 hedge funds and large institutions have $4.44B invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 309306 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

6.61% less ownership

Funds ownership: 87.91%81.3% (-6.6%)

9% less capital invested

Capital invested by funds: $4.86B → $4.44B (-$421M)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
306
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.41%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
36
Increased
112
Reduced
134
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$9.35M -$1.78M -17,836 -16%
RJA
52
Raymond James & Associates
Florida
$8.79M +$464K +4,644 +6%
HWM
53
Hohimer Wealth Management
Washington
$8.66M +$1.54M +15,453 +22%
ECM
54
Evergreen Capital Management
Washington
$8.33M +$34.5K +345 +0.4%
JP Morgan Chase
55
JP Morgan Chase
New York
$8.26M +$1.21M +12,056 +17%
MW
56
MBL Wealth
North Carolina
$7.93M +$942K +9,426 +14%
CA
57
Cetera Advisors
Colorado
$7.31M +$6.2M +62,056 +598%
VVP
58
Venture Visionary Partners
Ohio
$7.2M -$1.15M -11,484 -14%
NA
59
NewEdge Advisors
Louisiana
$7.19M -$768K -7,682 -10%
KAS
60
Kestra Advisory Services
Texas
$7.19M +$1.79M +17,888 +34%
Osaic Holdings
61
Osaic Holdings
Arizona
$7.07M -$2.47M -24,725 -26%
BHPW
62
Beverly Hills Private Wealth
California
$7.07M +$917K +9,178 +15%
CAN
63
Cetera Advisor Networks
California
$7M +$392K +3,919 +6%
ACM
64
Advisors Capital Management
New Jersey
$6.96M
CWM
65
Congress Wealth Management
Massachusetts
$6.85M +$1K +10 +0%
BRWA
66
B. Riley Wealth Advisors
Florida
$6.41M +$225K +2,253 +4%
Jane Street
67
Jane Street
New York
$6.34M +$6.29M +62,882 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$6.33M +$3.27M +32,736 +109%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$6.12M +$2.23M +22,280 +58%
GC
70
Guidance Capital
Kentucky
$6.01M +$6.02M +60,191 New
AAS
71
Avantax Advisory Services
Texas
$5.97M +$319K +3,195 +6%
OCM
72
One Capital Management
California
$5.93M -$1.08M -10,853 -16%
RL
73
Retireful LLC
Michigan
$5.59M -$591K -5,909 -10%
TIM
74
Tevis Investment Management
Texas
$5.44M +$798K +7,987 +17%
DWP
75
Destiny Wealth Partners
Florida
$5.2M -$534K -5,338 -9%

GBIL Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q1 2024, worth a combined $4.44B — down 8.7% from $4.86B a quarter earlier.

Fund positioning in GBIL was balanced in Q1 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 134 trimmed.

The largest buyer was ACR Alpine Capital Research, adding an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $604M.

  • 306 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q1 2024, down from 309 in Q4 2023.
  • Funds reported $4.44B of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 36 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q1 2024 and 36 closed out, a net change of 0 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q1 2024 was ACR Alpine Capital Research, an estimated $160M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q1 2024 was Morgan Stanley, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2024.