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Goldman Sachs Access Treasury 0-1 Year ETF
GBIL

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: 3 → 9 (+6)

70% more capital invested

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

32% more funds holding

Funds holding: 60 → 79 (+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
–

Top Buyers

1
OAM
Oppenheimer Asset Management
New York
+$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.2M
3
AACR
ACR Alpine Capital Research
Missouri
+$67.1M
4
ECM
Evergreen Capital Management
Washington
+$62.3M
5
Bank of America
Bank of America
North Carolina
+$55.4M

Top Sellers

1
VF
Virtu Financial
New York
-$3.17M
2
MMA
Miracle Mile Advisors
California
-$2.3M
3
PAG
Private Advisor Group
New Jersey
-$1.76M
4
Stifel Financial
Stifel Financial
Missouri
-$796K
5
BCM
Brookstone Capital Management
Illinois
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
AACR
1
ACR Alpine Capital Research
Missouri
$616M +$67.1M +670,151 +12%
OAM
2
Oppenheimer Asset Management
New York
$162M +$161M +1,612,950 New
Goldman Sachs
3
Goldman Sachs
New York
$120M – – –
Bank of America
4
Bank of America
North Carolina
$103M +$55.4M +553,385 +118%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$99.4M +$98.2M +981,688 +8,774%
SWP
6
Stratos Wealth Partners
Ohio
$86.4M +$33.7M +336,383 +64%
ECM
7
Evergreen Capital Management
Washington
$62.3M +$62.3M +622,473 New
LPL Financial
8
LPL Financial
California
$35.1M +$29.6M +295,388 +541%
Morgan Stanley
9
Morgan Stanley
New York
$34.8M +$14.1M +141,200 +69%
IA
10
IndexIQ Advisors
New York
$29.1M +$7.1M +70,982 +32%
Wells Fargo
11
Wells Fargo
California
$27.8M +$3.7M +36,996 +15%
PFA
12
Pathway Financial Advisors
Vermont
$26.3M +$26.3M +263,192 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$21.7M +$8.21M +82,036 +61%
CM
14
Cornerstone Management
Georgia
$20.5M +$10.3M +102,517 +100%
UBS Group
15
UBS Group
Switzerland
$15.4M +$3.18M +31,739 +26%
AG
16
Advisor Group
Arizona
$14.8M +$11.6M +116,167 +370%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.5M +$8.24M +82,283 +250%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$11.1M +$849K +8,483 +8%
BPB
19
Badgley, Phelps & Bell
Washington
$11M +$11M +109,753 New
B
20
Bridgeworth
Alabama
$9.68M +$9.71M +96,977 New
AIP
21
Almanack Investment Partners
Pennsylvania
$7.81M +$7.81M +78,044 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$7.8M +$3.27M +32,721 +72%
Lazard Asset Management
23
Lazard Asset Management
New York
$7.3M – – –
FAAS
24
First Allied Advisory Services
California
$6.8M +$86.3K +862 +1%
WWM
25
Windsor Wealth Management
Indiana
$6.49M +$5.47M +54,657 +541%
1
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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.