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Goldman Sachs Access Investment Grade Corporate Bond ETF

27 hedge funds and large institutions have $220M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $202M → $220M (+$18.5M)

5.63% more ownership

Funds ownership: 60.43%66.05% (+5.6%)

10% less funds holding

Funds holding: 3027 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$65.1M +$7.9M +167,497 +14%
Goldman Sachs
2
Goldman Sachs
New York
$48.3M +$1.55M +32,961 +3%
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$47.2M
LPL Financial
4
LPL Financial
California
$11.2M -$144K -3,055 -1%
Jane Street
5
Jane Street
New York
$9.87M +$6.94M +147,072 +239%
AG
6
Advisor Group
Arizona
$9.66M +$2.77M +58,640 +40%
EC
7
Estate Counselors
Wisconsin
$7.32M -$213K -4,510 -3%
APW
8
Acima Private Wealth
Virginia
$5.65M +$5.63M +119,431 New
Citadel Advisors
9
Citadel Advisors
Florida
$3.56M +$3.55M +75,351 New
Betterment LLC
10
Betterment LLC
New York
$3.43M +$1.39M +29,424 +68%
SI
11
Stephens Inc
Arkansas
$2.19M -$5.03M -106,600 -70%
CI
12
CX Institutional
Indiana
$1.93M +$569K +12,075 +42%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.57M +$34.5K +731 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.34M +$19.7K +417 +1%
BA
15
BKS Advisors
Michigan
$685K -$307K -6,500 -31%
Bank of America
16
Bank of America
North Carolina
$558K +$17.4K +369 +3%
JWM
17
JGP Wealth Management
Oregon
$246K +$246K +5,213 New
Morgan Stanley
18
Morgan Stanley
New York
$128K +$2.45K +52 +2%
UBS Group
19
UBS Group
Switzerland
$105K -$83.1K -1,763 -44%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$75K +$70.6K +1,498 +1,529%
APA
21
American Portfolios Advisors
New York
$42.6K -$5.61K -119 -12%
GRP
22
Global Retirement Partners
California
$19K +$3.16K +67 +20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14K
IA
24
IFP Advisors
Florida
$11K -$216K -4,580 -95%
LFG
25
LifePlan Financial Group
Ohio
$11K

GIGB Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q4 2018, worth a combined $220M — up 9.2% from $202M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GIGB and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $7.9M. The largest seller was Stephens Inc, cutting an estimated $5.03M.

  • 27 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q4 2018, down from 30 in Q3 2018.
  • Funds reported $220M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q4 2018, up 9.2% quarter-over-quarter.
  • 4 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $7.9M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q4 2018 was Stephens Inc, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2018.