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Goldman Sachs ActiveBeta Emerging Markets Equity ETF

128 hedge funds and large institutions have $1.68B invested in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more capital invested

Capital invested by funds: $1.34B → $1.68B (+$349M)

13.44% more ownership

Funds ownership: 78.92%92.37% (+13%)

8% more funds holding

Funds holding: 118128 (+10)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
20
Increased
52
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$821M +$14M +395,882 +2%
SWM
2
SigFig Wealth Management
California
$68.4M +$6.17M +174,204 +11%
Wells Fargo
3
Wells Fargo
California
$61.6M +$6.5M +183,520 +13%
Bank of America
4
Bank of America
North Carolina
$59.1M -$15.9M -447,967 -22%
HTC
5
Haverford Trust Company
Pennsylvania
$58.3M +$54.1M +1,526,735 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$58.1M +$138K +3,899 +0.3%
ST
7
Spinnaker Trust
Maine
$45.9M -$270K -7,635 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$40M +$1.35M +37,982 +4%
1WM
9
1900 Wealth Management
Texas
$38.5M +$35.8M +1,009,508 New
UBS Group
10
UBS Group
Switzerland
$27.6M +$37.2K +1,050 +0.1%
USAA
11
United Services Automobile Association
Texas
$27.3M
Victory Capital Management
12
Victory Capital Management
Texas
$27.3M -$1.79M -50,474 -7%
COF
13
Capital One Financial
Virginia
$25.2M -$774K -21,837 -3%
LPL Financial
14
LPL Financial
California
$25.1M -$166K -4,695 -0.7%
BCI
15
Brinker Capital Investments
Pennsylvania
$23.2M
PA
16
Prism Advisors
California
$19.6M -$21K -594 -0.1%
AP
17
Atwood & Palmer
Missouri
$17.6M +$889K +25,107 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$13.2M +$421K +11,880 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$12.8M +$472K +13,337 +4%
Betterment LLC
20
Betterment LLC
New York
$12M +$760K +21,464 +7%
KCM
21
Kathmere Capital Management
Pennsylvania
$11.8M +$310K +8,765 +3%
CW
22
CreativeOne Wealth
Kansas
$11.2M +$3.37M +95,135 +48%
RJA
23
Raymond James & Associates
Florida
$10.6M +$190K +5,371 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.18M -$3.11M -87,736 -27%
SWP
25
Stratos Wealth Partners
Ohio
$9.15M +$146K +4,108 +2%

GEM Hedge Fund Activity: Q4 2020 in Review

128 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) for Q4 2020, worth a combined $1.68B — up 26% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GEM positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $54.1M. The largest seller was Bank of America, cutting an estimated $15.9M.

  • 128 institutional investors held Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $1.68B of Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 20 funds opened new Goldman Sachs ActiveBeta Emerging Markets Equity ETF positions in Q4 2020 and 9 closed out, a net change of +11 holders.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF buyer in Q4 2020 was Haverford Trust Company, an estimated $54.1M added.
  • The largest Goldman Sachs ActiveBeta Emerging Markets Equity ETF seller in Q4 2020 was Bank of America, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2020.