We are live on ! Find out more
GBIL icon

Goldman Sachs Access Treasury 0-1 Year ETF

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: 16 (+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: 3849 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AACR
1
ACR Alpine Capital Research
Missouri
$521M +$13.1M +130,585 +3%
Goldman Sachs
2
Goldman Sachs
New York
$120M
FIM
3
Freedom Investment Management
Connecticut
$56.8M +$56.8M +567,808 New
SWP
4
Stratos Wealth Partners
Ohio
$50.1M +$50M +500,344 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$23.2M +$9.3M +93,003 +67%
SMM
6
Stadion Money Management
Georgia
$17.4M +$17.4M +173,715 New
Bank of America
7
Bank of America
North Carolina
$16.8M +$1.39M +13,903 +9%
UBS Group
8
UBS Group
Switzerland
$16.8M +$16M +160,050 +2,011%
Wells Fargo
9
Wells Fargo
California
$13.1M +$10.4M +103,836 +383%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.2M +$6.26M +62,560 +158%
Morgan Stanley
11
Morgan Stanley
New York
$10.2M +$3.12M +31,147 +44%
FAAS
12
First Allied Advisory Services
California
$8.26M -$109K -1,087 -1%
SGS
13
Sterling Global Strategies
California
$6M +$5.99M +59,933 New
FGAM
14
Financial Gravity Asset Management
Texas
$5.31M +$5.31M +53,096 New
FGC
15
Financial Gravity Companies
Texas
$5.31M +$5.31M +53,096 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$4.52M +$357K +3,571 +9%
LPL Financial
17
LPL Financial
California
$3.78M -$542K -5,416 -13%
AG
18
Advisor Group
Arizona
$2.97M -$33.9K -339 -1%
BEAM
19
Baker Ellis Asset Management
Washington
$2.57M +$630K +6,300 +32%
RJA
20
Raymond James & Associates
Florida
$2.24M +$2.24M +22,356 New
CMO
21
Covenant Multifamily Offices
Texas
$2.18M +$726K +7,261 +50%
FAIM
22
Financial Advocates Investment Management
Washington
$2.17M +$1.18M +11,815 +120%
BA
23
Bristlecone Advisors
Washington
$1.8M +$1.8M +17,985 New
Betterment LLC
24
Betterment LLC
New York
$1.72M +$749K +7,487 +77%
Stifel Financial
25
Stifel Financial
Missouri
$1.68M +$1.11M +11,073 +194%

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.