We are live on ! Find out more
GBIL icon

Goldman Sachs Access Treasury 0-1 Year ETF
GBIL

309 hedge funds and large institutions have $4.9B invested in Goldman Sachs Access Treasury 0-1 Year ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

35% more funds holding in top 10

Funds holding in top 10: 26 → 35 (+9)

16% more capital invested

Capital invested by funds: $4.21B → $4.9B (+$691M)

5% more funds holding

Funds holding: 293 → 309 (+16)

3.1% more ownership

Funds ownership: 77.71% → 80.81% (+3.1%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
309
Holders Change
+16
Holders Change %
+5.46%
% of All Funds
4.9%
Holding in Top 10
35
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+34.62%
% of All Funds
0.56%
New
44
Increased
119
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$365M
2
MMA
Miracle Mile Advisors
California
+$67.1M
3
Goldman Sachs
Goldman Sachs
New York
+$51.9M
4
Bank of America
Bank of America
North Carolina
+$50.8M
5
BIA
Bell Investment Advisors
California
+$48M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$44.9M
2
UBS Group
UBS Group
Switzerland
-$32.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$31.5M
4
RL
Retireful LLC
Michigan
-$22.7M
5
LPL Financial
LPL Financial
California
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
76
One Capital Management
California
$7.13M +$1.03M +10,339 +17%
CWM
77
Congress Wealth Management
Massachusetts
$7.06M +$7.05M +70,568 New
BHPW
78
Beverly Hills Private Wealth
California
$6.85M -$516K -5,165 -7%
WP
79
WealthPLAN Partners
Nebraska
$6.73M +$3.65M +36,514 +119%
CFG
80
Carr Financial Group
Massachusetts
$6.53M +$2.14M +21,428 +49%
FTA
81
Financial & Tax Architects
Missouri
$6.5M +$3.44M +34,424 +113%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$6.47M +$6.45M +64,607 +1,615,175%
BRWA
83
B. Riley Wealth Advisors
Florida
$6.41M -$32.5K -325 -0.5%
FAIM
84
Financial Advocates Investment Management
Washington
$6.31M +$1.58M +15,784 +33%
MW
85
MBL Wealth
North Carolina
$6.21M -$39.6K -396 -0.6%
Mariner
86
Mariner
Kansas
$6.18M -$79.1K -792 -1%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$6.12M +$6.11M +61,117 New
KAS
88
Kestra Advisory Services
Texas
$6.07M +$1.1M +11,026 +22%
GA
89
Goldstein Advisors
Wisconsin
$5.89M +$1.16M +11,610 +25%
DWP
90
Destiny Wealth Partners
Florida
$5.64M +$5.49K +55 +0.1%
FTS
91
Fifth Third Securities
Ohio
$5.61M -$576K -5,769 -9%
ACG
92
Allen Capital Group
Nebraska
$5.55M -$322K -3,228 -5%
WAS
93
Winch Advisory Services
Wisconsin
$5.42M -$62.1K -622 -1%
AAS
94
Avantax Advisory Services
Texas
$5.38M +$117K +1,175 +2%
SWP
95
Strategic Wealth Partners
Ohio
$5.32M +$257K +2,577 +5%
VVP
96
Venture Visionary Partners
Ohio
$5.09M +$27.3K +273 +0.5%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.9M -$2.02M -20,228 -29%
JCM
98
Jacobi Capital Management
Pennsylvania
$4.89M +$244K +2,444 +5%
WC
99
Waterloo Capital
Texas
$4.76M +$1.09M +10,938 +30%
AWS
100
Atria Wealth Solutions
New York
$4.22M -$906K -9,067 -18%
2 3
4
5 6

GBIL Hedge Fund Activity: Q3 2023 in Review

309 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) for Q3 2023, worth a combined $4.9B — up 16% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GBIL positions and 26 closed out — a net gain of 18 holders — while 119 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $44.9M.

  • 309 institutional investors held Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) as of Q3 2023, up from 293 in Q2 2023.
  • Funds reported $4.9B of Goldman Sachs Access Treasury 0-1 Year ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 44 funds opened new Goldman Sachs Access Treasury 0-1 Year ETF positions in Q3 2023 and 26 closed out, a net change of +18 holders.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF buyer in Q3 2023 was Exchange Traded Concepts, an estimated $365M added.
  • The largest Goldman Sachs Access Treasury 0-1 Year ETF seller in Q3 2023 was Morgan Stanley, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2023.