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Goldman Sachs Access US Aggregate Bond ETF

52 hedge funds and large institutions have $431M invested in Goldman Sachs Access US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

13% more funds holding

Funds holding: 4652 (+6)

5.55% more ownership

Funds ownership: 104.62%110.16% (+5.5%)

2% more capital invested

Capital invested by funds: $425M → $431M (+$6.45M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
16
Closed
2
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$150M +$2.83M +68,799 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.5M +$13.7M +333,337 +18%
PS
3
Principal Securities
Iowa
$30.5M +$2.22M +54,095 +8%
Morgan Stanley
4
Morgan Stanley
New York
$25.7M -$1.52M -36,879 -5%
Betterment LLC
5
Betterment LLC
New York
$22.5M -$711K -17,292 -3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$22.3M +$2.05M +49,872 +10%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$21.5M +$1.05M +25,476 +5%
DK
8
David Kennon
Florida
$8.07M +$250K +6,075 +3%
BA
9
Bristlecone Advisors
Washington
$6.57M -$1.53M -37,235 -19%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$6.18M +$617K +14,995 +11%
AWS
11
Atria Wealth Solutions
New York
$5.63M +$172K +4,179 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.32M -$565K -13,730 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$3.89M +$2.2M +53,611 +125%
Jane Street
14
Jane Street
New York
$3.6M +$2.66M +64,584 +262%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.35M +$55.4K +1,346 +2%
CF
16
Centaurus Financial
California
$2.9M +$70.8K +1,721 +2%
SWTS
17
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.39M +$2.43M +59,199 New
RSWM
18
Robertson Stephens Wealth Management
California
$2.28M +$42K +1,020 +2%
CRWM
19
Castle Rock Wealth Management
California
$2.25M +$245K +5,958 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.2M -$38.1K -927 -2%
Bank of America
21
Bank of America
North Carolina
$1.98M +$152K +3,693 +8%
NA
22
NewEdge Advisors
Louisiana
$1.47M +$275K +6,697 +23%
CA
23
CoreCap Advisors
Michigan
$1.43M -$1.16M -28,278 -44%
SG
24
StoneX Group
New York
$1.25M +$1.28M +31,088 New
LIA
25
LifePlan Investment Advisors
North Carolina
$1.15M +$145K +3,532 +14%

GCOR Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access US Aggregate Bond ETF (GCOR) for Q4 2024, worth a combined $431M — up 1.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GCOR positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.7M. The largest seller was Bristlecone Advisors, cutting an estimated $1.53M.

  • 52 institutional investors held Goldman Sachs Access US Aggregate Bond ETF (GCOR) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $431M of Goldman Sachs Access US Aggregate Bond ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Access US Aggregate Bond ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
  • The largest Goldman Sachs Access US Aggregate Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $13.7M added.
  • The largest Goldman Sachs Access US Aggregate Bond ETF seller in Q4 2024 was Bristlecone Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.