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Goldman Sachs Access Investment Grade Corporate Bond ETF

61 hedge funds and large institutions have $505M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $456M → $505M (+$48.9M)

7% more funds holding

Funds holding: 5761 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.39% less ownership

Funds ownership: 68.72%68.33% (-0.39%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
31
Reduced
8
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
$158M +$15.1M +271,708 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.5M +$2.06M +37,018 +3%
LPL Financial
3
LPL Financial
California
$41.8M +$2.07M +37,123 +5%
EWM
4
Executive Wealth Management
Michigan
$30.1M -$464K -8,332 -2%
SI
5
Stephens Inc
Arkansas
$26M -$681K -12,240 -3%
Betterment LLC
6
Betterment LLC
New York
$20.2M +$2.96M +53,100 +17%
Morgan Stanley
7
Morgan Stanley
New York
$19.9M +$16.2M +290,532 +456%
Bank of America
8
Bank of America
North Carolina
$16.2M +$3.67M +66,007 +30%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$16M +$1.74M +31,313 +12%
MNG
10
Manning & Napier Group
New York
$15.6M
CCA
11
Clearwater Capital Advisors
Illinois
$14M +$2.86M +51,291 +26%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.4M +$1.51M +27,213 +13%
W
13
WealthStone
Ohio
$10.9M +$966K +17,353 +10%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$5.81M +$807K +14,495 +16%
CI
15
CX Institutional
Indiana
$5.27M -$859K -15,422 -14%
Jane Street
16
Jane Street
New York
$4.19M +$2.65M +47,679 +177%
APW
17
Acima Private Wealth
Virginia
$3.34M +$339K +6,087 +11%
Ameriprise
18
Ameriprise
Minnesota
$2.58M +$705K +12,669 +38%
CRWM
19
Castle Rock Wealth Management
California
$2.56M +$69.4K +1,246 +3%
Truist Financial
20
Truist Financial
North Carolina
$2.53M -$381K -6,842 -13%
Wells Fargo
21
Wells Fargo
California
$2.42M -$161K -2,896 -6%
HTC
22
Haverford Trust Company
Pennsylvania
$2.36M +$439K +7,891 +23%
BA
23
Bristlecone Advisors
Washington
$2.3M +$1.36M +24,376 +147%
WPIC
24
White Pine Investment Company
Michigan
$1.4M +$1.38M +24,805 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.22M +$1.21M +21,667 New

GIGB Hedge Fund Activity: Q4 2020 in Review

61 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q4 2020, worth a combined $505M — up 11% from $456M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GIGB positions and 6 closed out — a net gain of 7 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $9.57M sold.

  • 61 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q4 2020, up from 57 in Q3 2020.
  • Funds reported $505M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q4 2020 and 6 closed out, a net change of +7 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $16.2M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q4 2020 was Susquehanna International Group, an estimated $9.57M sold.

Based on aggregated 13F filings for Q4 2020.