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Goldman Sachs Access Investment Grade Corporate Bond ETF

73 hedge funds and large institutions have $514M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

20% more funds holding

Funds holding: 6173 (+12)

2% more capital invested

Capital invested by funds: $505M → $514M (+$9.43M)

0.05% more ownership

Funds ownership: 68.33%68.38% (+0.05%)

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
15
Increased
27
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$150M +$618K +11,356 +0.4%
LPL Financial
2
LPL Financial
California
$62.6M +$23.4M +429,624 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.2M -$21.9M -402,298 -30%
Morgan Stanley
4
Morgan Stanley
New York
$44.9M +$26.6M +488,049 +138%
EWM
5
Executive Wealth Management
Michigan
$29.4M +$853K +15,666 +3%
SI
6
Stephens Inc
Arkansas
$29.2M +$4.6M +84,445 +18%
HGWM
7
Harvest Group Wealth Management
Massachusetts
$16.2M +$882K +16,192 +6%
MNG
8
Manning & Napier Group
New York
$15.5M
Betterment LLC
9
Betterment LLC
New York
$14.6M -$4.62M -84,913 -24%
Osaic Holdings
10
Osaic Holdings
Arizona
$12M -$690K -12,678 -5%
W
11
WealthStone
Ohio
$11.3M +$913K +16,772 +9%
Bank of America
12
Bank of America
North Carolina
$10.7M -$4.72M -86,658 -30%
SFO
13
Stokes Family Office
Louisiana
$9.29M +$9.44M +173,434 New
LFGH
14
Lee Financial Group Hawaii
Hawaii
$6.73M +$6.4M +117,557 +1,360%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$5.35M -$171K -3,143 -3%
CI
16
CX Institutional
Indiana
$4.8M -$205K -3,761 -4%
CCA
17
Clearwater Capital Advisors
Illinois
$4.59M -$8.84M -162,412 -65%
APW
18
Acima Private Wealth
Virginia
$3.68M +$522K +9,581 +16%
HTC
19
Haverford Trust Company
Pennsylvania
$3.2M +$979K +17,982 +43%
Ameriprise
20
Ameriprise
Minnesota
$2.84M +$717K +13,165 +29%
Truist Financial
21
Truist Financial
North Carolina
$2.42M -$12.1K -222 -0.5%
CRWM
22
Castle Rock Wealth Management
California
$2.34M -$146K -2,685 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.11M +$1.88M +34,554 +692%
WPIC
24
White Pine Investment Company
Michigan
$1.82M +$509K +9,352 +38%
TCWA
25
Ten Capital Wealth Advisors
Washington
$1.68M +$1.17M +21,442 +213%

GIGB Hedge Fund Activity: Q1 2021 in Review

73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q1 2021, worth a combined $514M — up 1.9% from $505M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GIGB positions and 3 closed out — a net gain of 12 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Envestnet Asset Management, cutting an estimated $21.9M.

  • 73 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $514M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q1 2021, up 1.9% quarter-over-quarter.
  • 15 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q1 2021 and 3 closed out, a net change of +12 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.6M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2021.