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Goldman Sachs Access US Aggregate Bond ETF

29 hedge funds and large institutions have $397M invested in Goldman Sachs Access US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

16% more funds holding

Funds holding: 2529 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $424M → $397M (-$27.2M)

9.87% less ownership

Funds ownership: 104.95%95.08% (-9.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
9
Closed
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$177M +$3.75M +87,080 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$91M -$10.2M -235,866 -10%
Morgan Stanley
3
Morgan Stanley
New York
$35.5M -$5.52M -128,172 -13%
MW
4
Milestone Wealth
New York
$14.6M -$238K -5,530 -2%
AF
5
Allworth Financial
California
$13.7M +$14.4M +335,008 New
Goldman Sachs
6
Goldman Sachs
New York
$11.2M +$1.38M +32,080 +13%
Betterment LLC
7
Betterment LLC
New York
$7.89M
Osaic Holdings
8
Osaic Holdings
Arizona
$6.68M -$16.6M -384,842 -70%
QA
9
Quantitative Advantage
Minnesota
$6.53M -$64.1K -1,489 -0.9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.58M +$707K +16,428 +14%
AWS
11
Atria Wealth Solutions
New York
$4.03M +$375K +8,707 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.69M +$419K +9,727 +12%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.62M +$2.59M +60,183 +212%
Jane Street
14
Jane Street
New York
$2.61M -$542K -12,599 -16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.41M +$2.54M +59,011 New
OPS
16
Orion Portfolio Solutions
Nebraska
$2.19M -$462K -10,726 -17%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M -$299K -6,952 -12%
CA
18
CoreCap Advisors
Michigan
$1.77M +$533K +12,384 +40%
IGWM
19
ICA Group Wealth Management
Colorado
$1.15M +$19.2K +446 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$911K +$723K +16,802 +308%
LA
21
Legacy Advisors
Pennsylvania
$776K +$303K +7,031 +59%
AFP
22
Ausdal Financial Partners
Iowa
$660K +$134K +3,102 +24%
Bank of America
23
Bank of America
North Carolina
$544K +$420K +9,747 +274%
RIA
24
Regal Investment Advisors
Michigan
$400K +$48K +1,115 +13%
PTC
25
Private Trust Company
Ohio
$307K +$203K +4,705 +168%

GCOR Hedge Fund Activity: Q3 2022 in Review

29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access US Aggregate Bond ETF (GCOR) for Q3 2022, worth a combined $397M — down 6.4% from $424M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GCOR positions and 0 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $14.4M. The largest seller was Osaic Holdings, cutting an estimated $16.6M.

  • 29 institutional investors held Goldman Sachs Access US Aggregate Bond ETF (GCOR) as of Q3 2022, up from 25 in Q2 2022.
  • Funds reported $397M of Goldman Sachs Access US Aggregate Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 4 funds opened new Goldman Sachs Access US Aggregate Bond ETF positions in Q3 2022 and 0 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access US Aggregate Bond ETF buyer in Q3 2022 was Allworth Financial, an estimated $14.4M added.
  • The largest Goldman Sachs Access US Aggregate Bond ETF seller in Q3 2022 was Osaic Holdings, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.