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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
TCWA
126
Ten Capital Wealth Advisors
Washington
$34K
EWM
127
Endurance Wealth Management
Rhode Island
$18K
US Bancorp
128
US Bancorp
Minnesota
$16K +$17.4K +604 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$12K +$8.45K +293 +158%
SWM
130
Spire Wealth Management
Virginia
$10K -$110K -3,817 -91%
IRC
131
Investors Research Corp
Georgia
$10K
MFC
132
Morris Financial Concepts
South Carolina
$10K +$10.8K +374 New
OPW
133
Oxler Private Wealth
New York
$9.8K +$2.91K +101 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$9K -$230K -7,964 -96%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$8K +$317 +11 +4%
First Manhattan
136
First Manhattan
New York
$7K
HWA
137
Heritage Wealth Advisors
Virginia
$5.17K
APC
138
Aspire Private Capital
North Carolina
$5K -$20.4K -706 -78%
HIA
139
Harbor Investment Advisory
Maryland
$4K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$3K +$1.04K +36 +36%
KFS
141
Kelly Financial Services
Massachusetts
$2.58K
BFEC
142
Benjamin F. Edwards & Company
Missouri
$2K -$5.57K -193 -67%
PA
143
Parallel Advisors
California
$2K -$3.46K -120 -62%
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$2K -$288 -10 -12%
CIAS
145
Capital Investment Advisory Services
North Carolina
$2K +$2.37K +82 New
RCM
146
Raleigh Capital Management
North Carolina
$2K +$2.62K +91 New
CP
147
Castleview Partners
Texas
$1K -$288K -9,976 -100%
SL
148
Savior LLC
Massachusetts
$1K -$1.53K -53 -51%
BlackRock
149
BlackRock
New York
$1K -$288 -10 -33%
MSFP
150
Mark Sheptoff Financial Planning
Connecticut
$1K

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.