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Goldman Sachs Access Investment Grade Corporate Bond ETF

71 hedge funds and large institutions have $335M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 6871 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.56% less ownership

Funds ownership: 61.67%58.11% (-3.6%)

16% less capital invested

Capital invested by funds: $398M → $335M (-$62.6M)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
19
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$133M -$1.64M -35,801 -1%
LPL Financial
2
LPL Financial
California
$29.6M +$270K +5,876 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M -$2.75M -59,863 -9%
Betterment LLC
4
Betterment LLC
New York
$21.7M
SI
5
Stephens Inc
Arkansas
$20.2M -$1.77M -38,470 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.9M -$1.36M -29,676 -8%
APW
7
Acima Private Wealth
Virginia
$14.3M +$216K +4,700 +1%
MNG
8
Manning & Napier Group
New York
$12.4M
HGWM
9
Harvest Group Wealth Management
Massachusetts
$6.25M -$7.3K -159 -0.1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.82M +$5.13M +111,605 New
TIA
11
Traphagen Investment Advisors
New Jersey
$3.93M +$13.6M +295,268 +597%
Bank of America
12
Bank of America
North Carolina
$3.37M -$262K -5,704 -7%
CCA
13
Clearwater Capital Advisors
Illinois
$3.3M +$270K +5,880 +8%
Jane Street
14
Jane Street
New York
$3.24M -$6.1M -132,915 -64%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$2.92M -$411K -8,953 -12%
AF
16
Allworth Financial
California
$2.86M +$2.78M +60,578 +1,066%
MW
17
Milestone Wealth
New York
$2.66M -$10.2K -223 -0.4%
FHA
18
Flagship Harbor Advisors
Massachusetts
$2.62M +$2.78M +60,543 New
TCWA
19
Ten Capital Wealth Advisors
Washington
$2.42M -$310K -6,755 -11%
HTC
20
Haverford Trust Company
Pennsylvania
$1.79M +$29.8K +649 +2%
WPIC
21
White Pine Investment Company
Michigan
$1.78M +$190K +4,140 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.39M -$842K -18,326 -36%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.36M -$2.4M -52,254 -62%
UBS Group
24
UBS Group
Switzerland
$1.25M -$85.8K -1,868 -6%
RIA
25
Regal Investment Advisors
Michigan
$1.16M +$45.8K +997 +4%

GIGB Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q3 2022, worth a combined $335M — down 16% from $398M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $13.6M. The largest seller was Executive Wealth Management, cutting an estimated $36M.

  • 71 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $335M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q3 2022 and 9 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q3 2022 was Traphagen Investment Advisors, an estimated $13.6M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q3 2022 was Executive Wealth Management, an estimated $36M sold.

Based on aggregated 13F filings for Q3 2022.