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Goldman Sachs Access Investment Grade Corporate Bond ETF

63 hedge funds and large institutions have $359M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 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

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $322M → $359M (+$36.7M)

5% more funds holding

Funds holding: 6063 (+3)

2.23% more ownership

Funds ownership: 56.51%58.74% (+2.2%)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
12
Increased
26
Reduced
20
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
$141M +$1.05M +23,106 +0.8%
EWM
2
Executive Wealth Management
Michigan
$43.7M +$4.24M +93,717 +11%
SI
3
Stephens Inc
Arkansas
$22.3M +$453K +10,000 +2%
TIA
4
Traphagen Investment Advisors
New Jersey
$17.8M +$1.52M +33,686 +10%
Morgan Stanley
5
Morgan Stanley
New York
$16.6M -$16.4M -362,958 -50%
LPL Financial
6
LPL Financial
California
$16.3M +$10.2M +226,172 +174%
MNG
7
Manning & Napier Group
New York
$11.2M
Betterment LLC
8
Betterment LLC
New York
$11M -$233K -5,157 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.2M +$7.44M +164,280 +281%
Bank of America
10
Bank of America
North Carolina
$9.78M +$4.84M +107,036 +100%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$6.74M +$123K +2,711 +2%
APW
12
Acima Private Wealth
Virginia
$6.69M -$6.03M -133,137 -48%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.15M +$5.65M +124,938 +1,339%
CCA
14
Clearwater Capital Advisors
Illinois
$3.55M +$20.3K +449 +0.6%
FHA
15
Flagship Harbor Advisors
Massachusetts
$2.99M +$133K +2,939 +5%
Jane Street
16
Jane Street
New York
$2.86M +$2.83M +62,590 New
CW
17
Channel Wealth
California
$2.82M +$2.79M +61,692 New
WPIC
18
White Pine Investment Company
Michigan
$2.59M +$576K +12,722 +29%
TCWA
19
Ten Capital Wealth Advisors
Washington
$2.34M -$27.2K -602 -1%
AF
20
Allworth Financial
California
$2.04M -$249K -5,495 -11%
HTC
21
Haverford Trust Company
Pennsylvania
$1.86M -$29.9K -661 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.53M +$1.16M +25,553 +326%
Wells Fargo
23
Wells Fargo
California
$1.46M +$936K +20,678 +183%
UBS Group
24
UBS Group
Switzerland
$1.4M -$80.6K -1,780 -5%
BA
25
Bristlecone Advisors
Washington
$1.38M +$1.07M +23,575 +362%

GIGB Hedge Fund Activity: Q1 2023 in Review

63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q1 2023, worth a combined $359M — up 11% from $322M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 63 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $359M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $10.2M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2023.