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Goldman Sachs Access Investment Grade Corporate Bond ETF

32 hedge funds and large institutions have $221M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

19% more funds holding

Funds holding: 2732 (+5)

9.84% more ownership

Funds ownership: 66.05%75.9% (+9.8%)

0% more capital invested

Capital invested by funds: $220M → $221M (+$961K)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$63.6M -$4.5M -92,977 -7%
Goldman Sachs
2
Goldman Sachs
New York
$58.4M +$7.62M +157,462 +15%
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$49.5M
LPL Financial
4
LPL Financial
California
$14.2M +$2.43M +50,202 +21%
AG
5
Advisor Group
Arizona
$9.88M -$252K -5,205 -3%
APW
6
Acima Private Wealth
Virginia
$6.1M +$176K +3,634 +3%
Betterment LLC
7
Betterment LLC
New York
$4.33M +$707K +14,621 +20%
Jane Street
8
Jane Street
New York
$3.63M -$6.56M -135,558 -65%
SI
9
Stephens Inc
Arkansas
$3.03M +$721K +14,915 +32%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.82M +$397K +8,201 +29%
CI
11
CX Institutional
Indiana
$1.77M -$243K -5,032 -12%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.67M +$26.7K +553 +2%
FWM
13
Foresight Wealth Management
Utah
$856K +$835K +17,268 New
BA
14
BKS Advisors
Michigan
$719K
Bank of America
15
Bank of America
North Carolina
$622K +$36.3K +751 +6%
JWM
16
JGP Wealth Management
Oregon
$318K +$58K +1,199 +23%
PAG
17
Private Advisor Group
New Jersey
$239K +$234K +4,829 New
Morgan Stanley
18
Morgan Stanley
New York
$142K +$6.67K +138 +5%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$74K -$5.42K -112 -7%
UBS Group
20
UBS Group
Switzerland
$27K -$80.2K -1,659 -75%
APA
21
American Portfolios Advisors
New York
$26.8K -$17.4K -360 -40%
GRP
22
Global Retirement Partners
California
$20K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15K
LFG
24
LifePlan Financial Group
Ohio
$11K
RIA
25
Realta Investment Advisors
Delaware
$10K +$10.1K +208 New

GIGB Hedge Fund Activity: Q1 2019 in Review

32 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q1 2019, worth a combined $221M — up 0.44% from $220M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GIGB positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.62M. The largest seller was Estate Counselors, exiting entirely with an estimated $7.32M sold.

  • 32 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q1 2019, up from 27 in Q4 2018.
  • Funds reported $221M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q1 2019, up 0.44% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q1 2019 and 3 closed out, a net change of +5 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q1 2019 was Goldman Sachs, an estimated $7.62M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q1 2019 was Estate Counselors, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2019.