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Goldman Sachs Access Investment Grade Corporate Bond ETF

73 hedge funds and large institutions have $546M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 7073 (+3)

3.85% more ownership

Funds ownership: 71.85%75.7% (+3.9%)

6% less capital invested

Capital invested by funds: $580M → $546M (-$33.6M)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
19
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$148M -$742K -14,482 -0.5%
LPL Financial
2
LPL Financial
California
$59M -$19.1M -372,838 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.8M -$11.1M -216,493 -16%
Morgan Stanley
4
Morgan Stanley
New York
$42.3M -$10M -196,080 -19%
EWM
5
Executive Wealth Management
Michigan
$36M +$8.78M +171,320 +31%
SI
6
Stephens Inc
Arkansas
$33.9M +$7.21M +140,747 +26%
Bank of America
7
Bank of America
North Carolina
$22.6M +$14.5M +283,759 +166%
Betterment LLC
8
Betterment LLC
New York
$21.6M +$1.48M +28,881 +7%
MNG
9
Manning & Napier Group
New York
$15.8M
APW
10
Acima Private Wealth
Virginia
$15.1M +$10.8M +210,186 +227%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.8M -$2.97M -57,930 -21%
TIA
12
Traphagen Investment Advisors
New Jersey
$10.4M +$16.4M +320,526 +212%
MW
13
Milestone Wealth
New York
$8.22M -$193K -3,763 -2%
HGWM
14
Harvest Group Wealth Management
Massachusetts
$8.04M -$206K -4,025 -2%
SFA
15
Sequoia Financial Advisors
Ohio
$5.48M -$487K -9,501 -8%
Jane Street
16
Jane Street
New York
$5.15M +$5.3M +103,425 New
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$3.78M -$336K -6,555 -8%
CCA
18
Clearwater Capital Advisors
Illinois
$3.78M -$54.9K -1,072 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$3.71M +$3.82M +74,519 New
CI
20
CX Institutional
Indiana
$3.56M -$716K -13,978 -16%
TCWA
21
Ten Capital Wealth Advisors
Washington
$3.27M +$551K +10,743 +20%
HTC
22
Haverford Trust Company
Pennsylvania
$3.01M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.51M -$553K -10,796 -18%
CCP
24
Cassia Capital Partners
North Carolina
$2.05M +$712K +13,894 +51%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.78M +$1.83M +35,665 New

GIGB Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q1 2022, worth a combined $546M — down 5.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 8 closed out — a net gain of 4 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $16.4M. The largest seller was LPL Financial, cutting an estimated $19.1M.

  • 73 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q1 2022, up from 70 in Q4 2021.
  • Funds reported $546M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q1 2022 was Traphagen Investment Advisors, an estimated $16.4M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.