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Goldman Sachs Access US Aggregate Bond ETF

46 hedge funds and large institutions have $425M invested in Goldman Sachs Access US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 105.54%104.62% (-0.92%)

4% less capital invested

Capital invested by funds: $441M → $425M (-$16.7M)

6% less funds holding

Funds holding: 4946 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$155M -$10.6M -253,998 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77M -$5.53M -132,174 -7%
PS
3
Principal Securities
Iowa
$29.9M -$960K -22,968 -3%
Morgan Stanley
4
Morgan Stanley
New York
$28.7M -$2.49M -59,436 -8%
Betterment LLC
5
Betterment LLC
New York
$24.5M -$2.91M -69,541 -11%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$21.5M -$2.68M -64,003 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$21.3M -$3.05M -72,956 -13%
BA
8
Bristlecone Advisors
Washington
$8.5M +$1.57M +37,662 +23%
DK
9
David Kennon
Florida
$8.25M +$208K +4,984 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$5.88M -$179K -4,271 -3%
AWS
11
Atria Wealth Solutions
New York
$5.73M -$633K -15,127 -10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.14M -$2.3M -54,924 -31%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.47M -$125K -2,983 -4%
CF
14
Centaurus Financial
California
$2.98M +$2.94M +70,235 New
CA
15
CoreCap Advisors
Michigan
$2.71M -$308K -7,371 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.36M +$5.1K +122 +0.2%
RSWM
17
Robertson Stephens Wealth Management
California
$2.35M +$143K +3,417 +7%
CRWM
18
Castle Rock Wealth Management
California
$2.05M +$6.61K +158 +0.3%
Bank of America
19
Bank of America
North Carolina
$1.94M +$234K +5,600 +14%
Citadel Advisors
20
Citadel Advisors
Florida
$1.83M +$1.8M +42,959 New
EH
21
Equitable Holdings
New York
$1.68M -$149K -3,565 -8%
NA
22
NewEdge Advisors
Louisiana
$1.26M +$369K +8,833 +42%
LIA
23
LifePlan Investment Advisors
North Carolina
$1.06M -$47.5K -1,137 -4%
Jane Street
24
Jane Street
New York
$1.05M -$3.26M -78,008 -76%
MW
25
Maia Wealth
Colorado
$953K -$179K -4,272 -16%

GCOR Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access US Aggregate Bond ETF (GCOR) for Q3 2024, worth a combined $425M — down 3.8% from $441M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GCOR and 4 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 8 added.

The largest buyer was Centaurus Financial, opening a new position worth an estimated $2.94M. The largest seller was LPL Financial, cutting an estimated $10.6M.

  • 46 institutional investors held Goldman Sachs Access US Aggregate Bond ETF (GCOR) as of Q3 2024, down from 49 in Q2 2024.
  • Funds reported $425M of Goldman Sachs Access US Aggregate Bond ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 4 funds opened new Goldman Sachs Access US Aggregate Bond ETF positions in Q3 2024 and 6 closed out, a net change of -2 holders.
  • The largest Goldman Sachs Access US Aggregate Bond ETF buyer in Q3 2024 was Centaurus Financial, an estimated $2.94M added.
  • The largest Goldman Sachs Access US Aggregate Bond ETF seller in Q3 2024 was LPL Financial, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.