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Goldman Sachs ActiveBeta Emerging Markets Equity ETF

153 hedge funds and large institutions have $774M invested in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

1% more funds holding

Funds holding: 151153 (+2)

1.09% less ownership

Funds ownership: 87.3%86.21% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $920M → $774M (-$146M)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.64%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
54
Reduced
61
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$222K +$14.5K +502 +6%
BPA
102
Beacon Pointe Advisors
California
$221K -$130K -4,522 -34%
FA
103
FDx Advisors
Illinois
$207K +$2.34K +81 +1%
IWA
104
Icon Wealth Advisors
Texas
$207K +$231K +8,010 New
LNC
105
Lincoln National Corp
Pennsylvania
$206K -$25.7K -891 -10%
OWM
106
OneAscent Wealth Management
Alabama
$203K -$93.4K -3,240 -29%
PGAM
107
Princeton Global Asset Management
New Jersey
$185K
SC
108
Sierra Capital
Florida
$175K
CF
109
Centaurus Financial
California
$172K
CFGS
110
Concourse Financial Group Securities
Alabama
$146K
GWSG
111
GPS Wealth Strategies Group
Colorado
$106K -$70.5K -2,445 -37%
CAL
112
Capital Advisors Ltd
Ohio
$101K
UB
113
UMB Bank
Missouri
$100K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$98K +$14.6K +505 +15%
PTC
115
Private Trust Company
Ohio
$96K +$60.1K +2,083 +127%
IA
116
IFP Advisors
Florida
$91K
HI
117
Harbour Investments
Wisconsin
$72K
GRP
118
Global Retirement Partners
California
$66K -$1.66M -57,548 -96%
KFI
119
Key Financial Inc
Pennsylvania
$65K
RIA
120
Realta Investment Advisors
Delaware
$58K +$64.7K +2,242 New
TWC
121
TD Waterhouse Canada
Ontario, Canada
$48.1K
TSWM
122
Tyler-Stone Wealth Management
Ohio
$42K +$202 +7 +0.4%
SPIA
123
Steward Partners Investment Advisory
New York
$40K -$2.6K -90 -6%
AIP
124
Almanack Investment Partners
Pennsylvania
$38K +$41.8K +1,450 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$35K

GEM Hedge Fund Activity: Q3 2022 in Review

153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) for Q3 2022, worth a combined $774M — down 16% from $920M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GEM positions and 10 closed out — a net gain of 4 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was WMS Partners, adding an estimated $13.3M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 153 institutional investors held Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) as of Q3 2022, up from 151 in Q2 2022.
  • Funds reported $774M of Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 14 funds opened new Goldman Sachs ActiveBeta Emerging Markets Equity ETF positions in Q3 2022 and 10 closed out, a net change of +4 holders.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF buyer in Q3 2022 was WMS Partners, an estimated $13.3M added.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF seller in Q3 2022 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2022.