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Goldman Sachs Access Investment Grade Corporate Bond ETF

30 hedge funds and large institutions have $418M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

89% more capital invested

Capital invested by funds: $221M → $418M (+$197M)

14.27% more ownership

Funds ownership: 75.9%90.16% (+14%)

6% less funds holding

Funds holding: 3230 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.65%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
3
Increased
15
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$153M +$90.1M +1,805,820 +153%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.2M +$1.18M +23,710 +2%
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$51.3M
AI
4
Atria Investments
North Carolina
$50.2M +$47.9M +960,343 New
EWM
5
Executive Wealth Management
Michigan
$48.5M +$47M +942,685 New
LPL Financial
6
LPL Financial
California
$13.8M -$843K -16,897 -6%
AG
7
Advisor Group
Arizona
$10.2M -$26.3K -528 -0.3%
Betterment LLC
8
Betterment LLC
New York
$4.77M +$279K +5,595 +6%
SI
9
Stephens Inc
Arkansas
$4.43M +$1.25M +25,075 +41%
APW
10
Acima Private Wealth
Virginia
$3.51M -$2.73M -54,779 -45%
CI
11
CX Institutional
Indiana
$2.02M +$179K +3,586 +10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.73M -$399 -8 -0%
CRWM
13
Castle Rock Wealth Management
California
$1.63M +$665K +13,336 +73%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.43M -$439K -8,794 -24%
Bank of America
15
Bank of America
North Carolina
$1.41M +$737K +14,780 +118%
FWM
16
Foresight Wealth Management
Utah
$1.26M +$363K +7,269 +42%
JWM
17
JGP Wealth Management
Oregon
$337K +$7.53K +151 +2%
PAG
18
Private Advisor Group
New Jersey
$252K +$3.69K +74 +2%
Morgan Stanley
19
Morgan Stanley
New York
$161K +$14.3K +286 +10%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$145K +$66.6K +1,335 +90%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$98K +$95.6K +1,916 New
APA
22
American Portfolios Advisors
New York
$19.5K -$8.03K -161 -30%
GRP
23
Global Retirement Partners
California
$19K -$1.45K -29 -7%
LFG
24
LifePlan Financial Group
Ohio
$19K +$7.28K +146 +65%
RIA
25
Realta Investment Advisors
Delaware
$18K +$7.58K +152 +73%

GIGB Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q2 2019, worth a combined $418M — up 89% from $221M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GIGB and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 15 added.

The largest buyer was Goldman Sachs, adding an estimated $90.1M. The largest seller was Jane Street, exiting entirely with an estimated $3.63M sold.

  • 30 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q2 2019, down from 32 in Q1 2019.
  • Funds reported $418M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q2 2019, up 89% quarter-over-quarter.
  • 3 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q2 2019 and 4 closed out, a net change of -1 holder.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q2 2019 was Goldman Sachs, an estimated $90.1M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q2 2019 was Jane Street, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2019.