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Goldman Sachs Small Cap Equity ETF

20 hedge funds and large institutions have $80.8M invested in Goldman Sachs Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

229% more capital invested

Capital invested by funds: $24.5M → $80.8M (+$56.2M)

100% more funds holding

Funds holding: 1020 (+10)

7.29% more ownership

Funds ownership: 73.93%81.22% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+10
Holders Change %
+100%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
6
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$63.3M +$43M +845,175 +240%
HFW
2
Horizon Family Wealth
Illinois
$4.8M +$72.3K +1,422 +2%
MOS
3
MGO One Seven
Ohio
$2.8M +$2.69M +52,881 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.92M +$1.85M +36,353 New
TW
5
TrinityPoint Wealth
Connecticut
$1.31M +$1.26M +24,841 New
Brown Advisory
6
Brown Advisory
Maryland
$863K +$830K +16,309 New
CRWM
7
Castle Rock Wealth Management
California
$842K +$819K +16,109 New
VWA
8
Visionary Wealth Advisors
Illinois
$744K +$715K +14,063 New
GGV
9
GG Group Ventures
Florida
$613K +$202K +3,966 +54%
OFS
10
Orrstown Financial Services
Pennsylvania
$515K +$495K +9,724 New
TFM
11
Trademark Financial Management
Minnesota
$475K +$456K +8,971 New
BCA
12
Bay Colony Advisors
Massachusetts
$453K +$18.2K +358 +4%
IAS
13
Insigneo Advisory Services
Florida
$435K
JP Morgan Chase
14
JP Morgan Chase
New York
$409K -$878K -17,270 -69%
WMA
15
Wealth Management Associates
New Jersey
$388K +$373K +7,335 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$305K +$74.9K +1,472 +34%
VT
17
Vise Technologies
New York
$274K +$263K +5,175 New
GIA
18
Gladstone Institutional Advisory
Florida
$251K +$242K +4,750 New
UBS Group
19
UBS Group
Switzerland
$26.5K +$19.8K +390 +355%
PS
20
Planned Solutions
California
$370 +$356 +7 New
Citadel Advisors
21
Citadel Advisors
Florida
-$325K -6,666 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$56.6K -1,161 Closed

GSC Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Small Cap Equity ETF (GSC) for Q3 2024, worth a combined $80.8M — up 229% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GSC positions and 2 closed out — a net gain of 10 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $43M. The largest seller was JP Morgan Chase, cutting an estimated $878K.

  • 20 institutional investors held Goldman Sachs Small Cap Equity ETF (GSC) as of Q3 2024, up from 10 in Q2 2024.
  • Funds reported $80.8M of Goldman Sachs Small Cap Equity ETF stock for Q3 2024, up 229% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Small Cap Equity ETF positions in Q3 2024 and 2 closed out, a net change of +10 holders.
  • The largest Goldman Sachs Small Cap Equity ETF buyer in Q3 2024 was Goldman Sachs, an estimated $43M added.
  • The largest Goldman Sachs Small Cap Equity ETF seller in Q3 2024 was JP Morgan Chase, an estimated $878K sold.

Based on aggregated 13F filings for Q3 2024.