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Goldman Sachs Access Investment Grade Corporate Bond ETF

49 hedge funds and large institutions have $307M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 4649 (+3)

13.83% less ownership

Funds ownership: 78.82%64.98% (-14%)

31% less capital invested

Capital invested by funds: $444M → $307M (-$137M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$142M -$7.19M -137,274 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$68.3M -$944K -18,039 -1%
MNG
3
Manning & Napier Group
New York
$11.1M
LPL Financial
4
LPL Financial
California
$11M -$25.8K -492 -0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$11M +$11.4M +217,186 New
Betterment LLC
6
Betterment LLC
New York
$8.57M -$1.63M -31,198 -16%
Bank of America
7
Bank of America
North Carolina
$8.43M +$5.95M +113,608 +223%
SI
8
Stephens Inc
Arkansas
$7.08M +$785K +15,000 +12%
Jane Street
9
Jane Street
New York
$5.45M +$5.13M +97,984 +1,168%
HGWM
10
Harvest Group Wealth Management
Massachusetts
$5.39M +$5.51M +105,284 New
CI
11
CX Institutional
Indiana
$4.91M +$2.94M +56,120 +141%
Morgan Stanley
12
Morgan Stanley
New York
$4.07M +$1.51M +28,801 +57%
Citadel Advisors
13
Citadel Advisors
Florida
$2.9M -$3.24M -61,854 -52%
APW
14
Acima Private Wealth
Virginia
$2.52M +$475K +9,069 +23%
HTC
15
Haverford Trust Company
Pennsylvania
$1.72M +$1.02M +19,442 +139%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.53M -$70K -1,337 -4%
AWM
17
AE Wealth Management
Kansas
$1.18M +$1.21M +23,110 New
CRWM
18
Castle Rock Wealth Management
California
$1.18M -$176K -3,365 -13%
SS
19
Simplicity Solutions
Minnesota
$1.12M +$1.15M +21,916 New
Wells Fargo
20
Wells Fargo
California
$1.08M -$271K -5,180 -20%
FWM
21
Foresight Wealth Management
Utah
$908K -$357K -6,816 -28%
ECM
22
ETrade Capital Management
Virginia
$865K +$884K +16,881 New
SW
23
SkyOak Wealth
Michigan
$679K -$13.1K -250 -2%
EWM
24
Executive Wealth Management
Michigan
$658K -$54.8M -1,047,684 -99%
FAIM
25
Financial Advocates Investment Management
Washington
$411K -$2.82M -53,910 -87%

GIGB Hedge Fund Activity: Q1 2020 in Review

49 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q1 2020, worth a combined $307M — down 31% from $444M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $5.95M. The largest seller was Atria Investments, exiting entirely with an estimated $55.6M sold.

  • 49 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $307M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q1 2020, down 31% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q1 2020 and 6 closed out, a net change of +6 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q1 2020 was Bank of America, an estimated $5.95M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q1 2020 was Atria Investments, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2020.