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Goldman Sachs Access Investment Grade Corporate Bond ETF

64 hedge funds and large institutions have $368M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 6364 (+1)

3% more capital invested

Capital invested by funds: $359M → $368M (+$9.22M)

1.27% less ownership

Funds ownership: 58.74%57.47% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
26
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$141M +$1.02M +22,464 +0.7%
EWM
2
Executive Wealth Management
Michigan
$42.8M -$461K -10,179 -1%
SI
3
Stephens Inc
Arkansas
$22.1M
TIA
4
Traphagen Investment Advisors
New Jersey
$19.4M +$555K +12,261 +3%
Betterment LLC
5
Betterment LLC
New York
$18.6M +$7.73M +170,710 +71%
Morgan Stanley
6
Morgan Stanley
New York
$16.8M +$356K +7,873 +2%
LPL Financial
7
LPL Financial
California
$16.5M +$406K +8,958 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.6M +$485K +10,718 +5%
MNG
9
Manning & Napier Group
New York
$10.5M
DWP
10
Destiny Wealth Partners
Florida
$8.69M +$8.69M +191,884 New
Bank of America
11
Bank of America
North Carolina
$7.94M -$1.72M -38,056 -18%
APW
12
Acima Private Wealth
Virginia
$6.62M +$3.12K +69 +0%
CW
13
Channel Wealth
California
$4.17M +$1.38M +30,371 +49%
CCA
14
Clearwater Capital Advisors
Illinois
$3.65M +$136K +3,009 +4%
WPIC
15
White Pine Investment Company
Michigan
$3.35M +$792K +17,482 +31%
FHA
16
Flagship Harbor Advisors
Massachusetts
$3.13M +$180K +3,985 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.83M +$2.83M +62,592 New
Jane Street
18
Jane Street
New York
$2.6M -$232K -5,118 -8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.58M -$3.5M -77,329 -58%
TCWA
20
Ten Capital Wealth Advisors
Washington
$2.46M +$148K +3,260 +6%
AF
21
Allworth Financial
California
$2.08M +$55.5K +1,226 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.59M +$75.1K +1,658 +5%
BA
23
Bristlecone Advisors
Washington
$1.45M +$90.9K +2,008 +7%
UBS Group
24
UBS Group
Switzerland
$1.35M -$31.7K -700 -2%
Wells Fargo
25
Wells Fargo
California
$1.32M -$130K -2,879 -9%

GIGB Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q2 2023, worth a combined $368M — up 2.6% from $359M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GIGB positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $8.69M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.5M.

  • 64 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $368M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of +2 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q2 2023 was Destiny Wealth Partners, an estimated $8.69M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2023.