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Goldman Sachs Access Investment Grade Corporate Bond ETF

73 hedge funds and large institutions have $462M invested in Goldman Sachs Access Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $386M → $462M (+$75.2M)

10.18% more ownership

Funds ownership: 61.92%72.11% (+10%)

4% more funds holding

Funds holding: 7073 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
29
Reduced
21
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
$163M +$16.1M +364,980 +12%
EWM
2
Executive Wealth Management
Michigan
$42.2M -$1.1M -25,102 -3%
Morgan Stanley
3
Morgan Stanley
New York
$31.4M +$15M +340,896 +101%
AI
4
Arvest Investments
Arkansas
$31.3M +$29.8M +676,781 New
SI
5
Stephens Inc
Arkansas
$22.3M +$126K +2,862 +0.6%
Betterment LLC
6
Betterment LLC
New York
$21.8M +$1.05M +23,755 +5%
LPL Financial
7
LPL Financial
California
$16.6M -$31.9K -726 -0.2%
CCA
8
Criterion Capital Advisors
Tennessee
$14.5M +$13.8M +313,390 New
MNG
9
Manning & Napier Group
New York
$10.9M
DWP
10
Destiny Wealth Partners
Florida
$10.3M +$472K +10,734 +5%
AF
11
Allworth Financial
California
$9.8M +$2.66M +60,496 +40%
UBS Group
12
UBS Group
Switzerland
$9.23M +$7.46M +169,654 +572%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.98M -$103K -2,344 -1%
SFO
14
Stokes Family Office
Louisiana
$5.93M +$1.44M +32,786 +34%
WPIC
15
White Pine Investment Company
Michigan
$5.64M +$1.44M +32,817 +37%
CW
16
Channel Wealth
California
$5.07M +$84.7K +1,925 +2%
CCA
17
Clearwater Capital Advisors
Illinois
$4.72M -$554K -12,599 -11%
Jane Street
18
Jane Street
New York
$4.59M +$1.94M +44,149 +80%
Bank of America
19
Bank of America
North Carolina
$4.18M -$2.58M -58,738 -39%
PS
20
Principal Securities
Iowa
$3.72M +$3.53M +80,241 New
MOS
21
MGO One Seven
Ohio
$3.62M +$3.44M +78,272 New
Wells Fargo
22
Wells Fargo
California
$3.37M +$1.9M +43,218 +146%
Citadel Advisors
23
Citadel Advisors
Florida
$3.35M +$2.7M +61,412 +559%
FHA
24
Flagship Harbor Advisors
Massachusetts
$3.24M +$11.3K +257 +0.4%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$2.5M -$15.7K -356 -0.7%

GIGB Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) for Q4 2023, worth a combined $462M — up 19% from $386M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GIGB positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.1M. The largest seller was Traphagen Investment Advisors, cutting an estimated $43.4M.

  • 73 institutional investors held Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $462M of Goldman Sachs Access Investment Grade Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Access Investment Grade Corporate Bond ETF positions in Q4 2023 and 9 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $16.1M added.
  • The largest Goldman Sachs Access Investment Grade Corporate Bond ETF seller in Q4 2023 was Traphagen Investment Advisors, an estimated $43.4M sold.

Based on aggregated 13F filings for Q4 2023.