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Goldman Sachs Access Treasury 0-1 Year ETF

288 hedge funds and large institutions have $4.66B invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

22% more funds holding

Funds holding: 237288 (+51)

10% more capital invested

Capital invested by funds: $4.25B → $4.66B (+$413M)

9.63% less ownership

Funds ownership: 93.11%83.47% (-9.6%)

Holders
288
Holders Change
+51
Holders Change %
+21.52%
% of All Funds
4.59%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.51%
New
79
Increased
112
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$6.43M +$1.09M +10,879 +20%
BHPW
77
Beverly Hills Private Wealth
California
$6.38M +$4.2M +42,020 +194%
EWMCB
78
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.07M +$5.14M +51,493 +564%
AAS
79
Avantax Advisory Services
Texas
$6M -$7.93M -79,374 -57%
CAAM
80
Cornerstone Advisors Asset Management
Pennsylvania
$5.96M -$27.5K -275 -0.5%
OCM
81
One Capital Management
California
$5.76M -$1.34M -13,458 -19%
ECM
82
Evergreen Capital Management
Washington
$5.75M +$12.1K +121 +0.2%
RSWM
83
Robertson Stephens Wealth Management
California
$5.72M +$5.7M +57,118 New
WAS
84
Winch Advisory Services
Wisconsin
$5.69M -$172K -1,718 -3%
Truist Financial
85
Truist Financial
North Carolina
$5.66M -$716K -7,168 -11%
DIM
86
Delta Investment Management
California
$5.61M +$909K +9,107 +19%
VVP
87
Venture Visionary Partners
Ohio
$5.53M +$5.52M +55,246 New
Wealthfront Advisers
88
Wealthfront Advisers
California
$5.49M +$1.51M +15,153 +38%
WWP
89
WR Wealth Planners
Missouri
$5.47M +$831K +8,325 +18%
SOS
90
Silver Oak Securities
Tennessee
$5.45M +$285K +2,849 +6%
RCS
91
Retirement Capital Strategies
California
$5.14M -$3.81M -38,143 -43%
CFG
92
Carr Financial Group
Massachusetts
$4.95M +$4.63M +46,405 +1,519%
JCM
93
Jacobi Capital Management
Pennsylvania
$4.89M -$1.43M -14,343 -23%
FAIM
94
Financial Advocates Investment Management
Washington
$4.86M +$1.75M +17,541 +57%
CPIG
95
Chicago Partners Investment Group
Illinois
$4.85M +$1.52M +15,262 +46%
GFS
96
GYL Financial Synergies
Connecticut
$4.78M +$4.77M +47,780 New
GA
97
Goldstein Advisors
Wisconsin
$4.73M +$1.68M +16,831 +55%
KAS
98
Kestra Advisory Services
Texas
$4.71M +$4.36M +43,660 +1,310%
CFD
99
Creative Financial Designs
Indiana
$4.65M +$137K +1,374 +3%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$4.43M -$669K -6,695 -13%

GBIL Hedge Fund Activity: Q1 2023 in Review

288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q1 2023, worth a combined $4.66B — up 9.7% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GBIL positions and 22 closed out — a net gain of 57 holders — while 112 added to existing stakes and 82 trimmed.

The largest buyer was World Equity Group, opening a new position worth an estimated $181M. The largest seller was Goldman Sachs, cutting an estimated $87.3M.

  • 288 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q1 2023, up from 237 in Q4 2022.
  • Funds reported $4.66B of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q1 2023, up 9.7% quarter-over-quarter.
  • 79 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q1 2023 and 22 closed out, a net change of +57 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q1 2023 was World Equity Group, an estimated $181M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q1 2023 was Goldman Sachs, an estimated $87.3M sold.

Based on aggregated 13F filings for Q1 2023.