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Goldman Sachs Access Investment Grade Corporate Bond ETF

68 hedge funds and large institutions have $398M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 7368 (-5)

14.03% less ownership

Funds ownership: 75.7%61.67% (-14%)

27% less capital invested

Capital invested by funds: $546M → $398M (-$148M)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $405K

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
19
Reduced
34
Closed
10
Calls
Puts
$405K
Net Calls
-$405K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$144M +$7.82M +166,491 +6%
EWM
2
Executive Wealth Management
Michigan
$37.4M +$4.29M +91,453 +13%
Morgan Stanley
3
Morgan Stanley
New York
$32.3M -$6.91M -147,130 -17%
LPL Financial
4
LPL Financial
California
$31.3M -$23.6M -503,398 -43%
SI
5
Stephens Inc
Arkansas
$23.3M -$8.21M -174,888 -26%
Betterment LLC
6
Betterment LLC
New York
$21.7M +$1.77M +37,794 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.3M -$34M -725,094 -66%
APW
8
Acima Private Wealth
Virginia
$15.1M +$1.15M +24,398 +8%
MNG
9
Manning & Napier Group
New York
$14.8M
Jane Street
10
Jane Street
New York
$9.57M +$4.9M +104,454 +101%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$7.06M -$578K -12,321 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.86M -$6.25M -133,176 -61%
Bank of America
13
Bank of America
North Carolina
$3.86M -$17.4M -370,550 -82%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$3.53M +$33.9K +721 +1%
CCA
15
Clearwater Capital Advisors
Illinois
$3.24M -$255K -5,426 -7%
TCWA
16
Ten Capital Wealth Advisors
Washington
$2.9M -$134K -2,847 -4%
MW
17
Milestone Wealth
New York
$2.85M -$4.23M -90,079 -59%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.32M +$4.93K +105 +0.2%
HTC
19
Haverford Trust Company
Pennsylvania
$1.88M -$925K -19,698 -33%
WPIC
20
White Pine Investment Company
Michigan
$1.71M +$117K +2,500 +7%
UBS Group
21
UBS Group
Switzerland
$1.42M +$93.2K +1,985 +7%
RIA
22
Regal Investment Advisors
Michigan
$1.19M -$18.1K -385 -1%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M -$72.6K -1,547 -6%
CA
24
CoreCap Advisors
Michigan
$929K -$197K -4,188 -17%
RJA
25
Raymond James & Associates
Florida
$909K +$14.2K +302 +2%

GIGB Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q2 2022, worth a combined $398M — down 27% from $546M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GIGB and 5 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 19 added.

The largest buyer was Goldman Sachs, adding an estimated $7.82M. The largest seller was Envestnet Asset Management, cutting an estimated $34M.

  • 68 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q2 2022, down from 73 in Q1 2022.
  • Funds reported $398M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q2 2022, down 27% quarter-over-quarter.
  • 5 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q2 2022 and 10 closed out, a net change of -5 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q2 2022 was Goldman Sachs, an estimated $7.82M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2022.