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Goldman Sachs Access Investment Grade Corporate Bond ETF

46 hedge funds and large institutions have $444M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

18% more funds holding

Funds holding: 3946 (+7)

12% more capital invested

Capital invested by funds: $398M → $444M (+$45.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.4% less ownership

Funds ownership: 81.22%78.82% (-2.4%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
20
Reduced
10
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 +$9.62M +183,556 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$71.1M +$1.17M +22,240 +2%
EWM
3
Executive Wealth Management
Michigan
$55.8M +$3.07M +58,621 +6%
AI
4
Atria Investments
North Carolina
$55.6M +$2.91M +55,604 +6%
PAG
5
Pinnacle Advisory Group
Maryland
$28.2M +$28.1M +536,133 New
LPL Financial
6
LPL Financial
California
$11.4M -$2.62M -50,068 -19%
MNG
7
Manning & Napier Group
New York
$10.7M
Betterment LLC
8
Betterment LLC
New York
$10.4M +$5.53M +105,527 +114%
AG
9
Advisor Group
Arizona
$9.66M -$564K -10,764 -6%
SI
10
Stephens Inc
Arkansas
$6.48M +$958K +18,275 +17%
Citadel Advisors
11
Citadel Advisors
Florida
$6.23M -$14.8M -282,290 -70%
FAIM
12
Financial Advocates Investment Management
Washington
$3.26M +$364K +6,943 +13%
Bank of America
13
Bank of America
North Carolina
$2.68M +$358K +6,837 +16%
Morgan Stanley
14
Morgan Stanley
New York
$2.67M +$1.13M +21,561 +74%
APW
15
Acima Private Wealth
Virginia
$2.11M +$204K +3,887 +11%
CI
16
CX Institutional
Indiana
$2.09M -$23.7K -453 -1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.88M +$123K +2,341 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.64M +$183K +3,486 +13%
Wells Fargo
19
Wells Fargo
California
$1.38M +$1.38M +26,305 +2,630,500%
CRWM
20
Castle Rock Wealth Management
California
$1.38M +$52.6K +1,004 +4%
FWM
21
Foresight Wealth Management
Utah
$1.29M +$57.6K +1,099 +5%
HTC
22
Haverford Trust Company
Pennsylvania
$738K +$736K +14,037 New
SPC
23
Sigma Planning Corp
Michigan
$714K +$712K +13,576 New
SW
24
SkyOak Wealth
Michigan
$710K +$708K +13,500 New
Jane Street
25
Jane Street
New York
$441K -$2.99M -57,078 -87%

GIGB Hedge Fund Activity: Q4 2019 in Review

46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q4 2019, worth a combined $444M — up 12% from $398M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $28.1M. The largest seller was Citadel Advisors, cutting an estimated $14.8M.

  • 46 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q4 2019, up from 39 in Q3 2019.
  • Funds reported $444M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q4 2019 was Pinnacle Advisory Group, an estimated $28.1M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2019.