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Goldman Sachs ActiveBeta Emerging Markets Equity ETF

143 hedge funds and large institutions have $925M invested in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $842M → $925M (+$82.8M)

5.1% more ownership

Funds ownership: 89.57%94.66% (+5.1%)

3% less funds holding

Funds holding: 147143 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
44
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$78.8K
CAL
102
Capital Advisors Ltd
Ohio
$77K
HI
103
Harbour Investments
Wisconsin
$67.3K
TWC
104
TD Waterhouse Canada
Ontario, Canada
$62.5K +$4.38K +150 +8%
SPIA
105
Steward Partners Investment Advisory
New York
$53.8K +$28.7K +985 +128%
SHIM
106
Stone House Investment Management
Pennsylvania
$49.4K
MFC
107
Morris Financial Concepts
South Carolina
$46.3K +$11.7K +401 +36%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$42.3K +$13.4K +459 +50%
EWA
109
EverSource Wealth Advisors
Alabama
$36.6K +$34.8K +1,192 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$36.2K +$28.7K +985 +508%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$30.7K
PTC
112
Private Trust Company
Ohio
$30.7K
SWM
113
Spire Wealth Management
Virginia
$28.9K -$8.17K -280 -22%
CFD
114
Creative Financial Designs
Indiana
$23.8K +$3.24K +111 +17%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$18.7K +$12.8K +438 +255%
OP
116
ORG Partners
Indiana
$16.8K +$3.06K +105 +24%
NS
117
NBC Securities
Alabama
$13K
IRC
118
Investors Research Corp
Georgia
$11.5K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$11K
First Manhattan
120
First Manhattan
New York
$9.14K
US Bancorp
121
US Bancorp
Minnesota
$8.59K
HWA
122
Heritage Wealth Advisors
Virginia
$6.14K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$6K
ASN
124
Advisory Services Network
Georgia
$5.91K +$5.6K +192 New
GM
125
GeoWealth Management
Illinois
$5K +$2.86K +98 +175%

GEM Hedge Fund Activity: Q4 2023 in Review

143 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) for Q4 2023, worth a combined $925M — up 9.8% from $842M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GEM and 15 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Old Mission Capital, cutting an estimated $9.7M.

  • 143 institutional investors held Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) as of Q4 2023, down from 147 in Q3 2023.
  • Funds reported $925M of Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock for Q4 2023, up 9.8% quarter-over-quarter.
  • 15 funds opened new Goldman Sachs ActiveBeta Emerging Markets Equity ETF positions in Q4 2023 and 19 closed out, a net change of -4 holders.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.7M added.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF seller in Q4 2023 was Old Mission Capital, an estimated $9.7M sold.

Based on aggregated 13F filings for Q4 2023.