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Goldman Sachs Access US Aggregate Bond ETF

48 hedge funds and large institutions have $637M invested in Goldman Sachs Access US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $534M → $637M (+$104M)

13.58% more ownership

Funds ownership: 102.17%115.76% (+14%)

9% more funds holding

Funds holding: 4448 (+4)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
13
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$224M -$497K -12,388 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$113M +$228K +5,691 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$85.4M +$38.8M +968,415 +90%
PS
4
Principal Securities
Iowa
$39.6M +$37.9M +945,511 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$34.1M -$651K -16,232 -2%
Betterment LLC
6
Betterment LLC
New York
$33.4M +$2.18M +54,383 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$19.4M -$1.94M -48,365 -9%
CAN
8
Cetera Advisor Networks
California
$14.7M -$190K -4,745 -1%
AWS
9
Atria Wealth Solutions
New York
$8.97M +$124K +3,093 +1%
Jane Street
10
Jane Street
New York
$7.44M -$464K -11,573 -6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$5.86M -$364K -9,083 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.42M -$735K -18,323 -12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.03M -$107K -2,673 -2%
BA
14
Bristlecone Advisors
Washington
$4.62M +$4.42M +110,288 New
FAAM
15
First Ascent Asset Management
Colorado
$4.41M -$28.5K -710 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.5M +$499K +12,441 +18%
CA
17
CoreCap Advisors
Michigan
$3.01M +$213K +5,307 +8%
RSWM
18
Robertson Stephens Wealth Management
California
$2.17M +$44.6K +1,112 +2%
CRWM
19
Castle Rock Wealth Management
California
$1.92M +$1.86M +46,375 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.85M -$5.72M -142,772 -76%
Citadel Advisors
21
Citadel Advisors
Florida
$1.62M +$1.1M +27,326 +239%
CA
22
Cetera Advisors
Colorado
$1.49M -$32.7K -815 -2%
AF
23
Allworth Financial
California
$1.39M -$482K -12,025 -27%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.25M -$145K -3,609 -11%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.25M -$145K -3,609 -11%

GCOR Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access US Aggregate Bond ETF (GCOR) for Q4 2023, worth a combined $637M — up 19% from $534M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GCOR positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.8M. The largest seller was Osaic Holdings, cutting an estimated $5.72M.

  • 48 institutional investors held Goldman Sachs Access US Aggregate Bond ETF (GCOR) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $637M of Goldman Sachs Access US Aggregate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs Access US Aggregate Bond ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access US Aggregate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $38.8M added.
  • The largest Goldman Sachs Access US Aggregate Bond ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2023.