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Goldman Sachs Access US Aggregate Bond ETF

37 hedge funds and large institutions have $474M invested in Goldman Sachs Access US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $413M → $474M (+$60.4M)

6% more funds holding

Funds holding: 3537 (+2)

2.18% more ownership

Funds ownership: 99.1%101.28% (+2.2%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$199M +$18.3M +436,565 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M +$20.4M +487,281 +21%
Morgan Stanley
3
Morgan Stanley
New York
$40.7M +$6.82M +162,723 +20%
Betterment LLC
4
Betterment LLC
New York
$25.1M +$1.27M +30,373 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.8M +$2.68M +63,963 +19%
CAN
6
Cetera Advisor Networks
California
$15.1M +$1.97M +47,103 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.95M -$224K -5,343 -3%
QA
8
Quantitative Advantage
Minnesota
$6.89M -$153K -3,660 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.2M +$129K +3,069 +2%
AWS
10
Atria Wealth Solutions
New York
$5.8M +$1.53M +36,452 +36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.45M +$739K +17,649 +20%
FAAM
12
First Ascent Asset Management
Colorado
$3.61M +$332K +7,916 +10%
Jane Street
13
Jane Street
New York
$3.39M +$1.87M +44,579 +125%
AF
14
Allworth Financial
California
$2.69M -$2.05M -48,874 -43%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$366K +8,730 +18%
HA
16
Herold Advisors
New York
$2.03M +$2.01M +48,051 New
Bank of America
17
Bank of America
North Carolina
$1.49M +$703K +16,788 +91%
CA
18
Cetera Advisors
Colorado
$1.41M +$314K +7,486 +29%
PAG
19
Private Advisor Group
New Jersey
$1.31M +$1.3M +30,942 New
Citadel Advisors
20
Citadel Advisors
Florida
$1.29M -$3.62M -86,400 -74%
OPS
21
Orion Portfolio Solutions
Nebraska
$1.07M -$1.02M -24,304 -49%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.07M +$1.06M +25,316 New
LA
23
Legacy Advisors
Pennsylvania
$941K -$9.84K -235 -1%
PWM
24
Perigon Wealth Management
California
$791K +$351K +8,374 +81%
AFP
25
Ausdal Financial Partners
Iowa
$662K +$234K +5,588 +55%

GCOR Hedge Fund Activity: Q1 2023 in Review

37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access US Aggregate Bond ETF (GCOR) for Q1 2023, worth a combined $474M — up 15% from $413M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GCOR positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20.4M. The largest seller was Citadel Advisors, cutting an estimated $3.62M.

  • 37 institutional investors held Goldman Sachs Access US Aggregate Bond ETF (GCOR) as of Q1 2023, up from 35 in Q4 2022.
  • Funds reported $474M of Goldman Sachs Access US Aggregate Bond ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs Access US Aggregate Bond ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Access US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $20.4M added.
  • The largest Goldman Sachs Access US Aggregate Bond ETF seller in Q1 2023 was Citadel Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2023.