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Goldman Sachs Equal Weight US Large Cap Equity ETF

80 hedge funds and large institutions have $268M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 7780 (+3)

2.09% more ownership

Funds ownership: 55.35%57.43% (+2.1%)

3% less capital invested

Capital invested by funds: $275M → $268M (-$7.41M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
26
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.59M -$289K -4,825 -16%
Goldman Sachs
27
Goldman Sachs
New York
$1.58M
AC
28
Abbrea Capital
California
$1.22M +$33.9K +565 +3%
FSC
29
Full Sail Capital
Oklahoma
$1.21M -$834K -13,910 -42%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.21M +$314K +5,234 +37%
OPS
31
Orion Portfolio Solutions
Nebraska
$1.21M +$314K +5,234 +37%
RPCA
32
Running Point Capital Advisors
California
$1.02M
BC
33
Barnett & Company
Tennessee
$997K +$675K +11,248 +239%
JCIA
34
Jackson Creek Investment Advisors
Colorado
$929K +$1.2K +20 +0.1%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$893K -$184K -3,075 -18%
SWM
36
Spire Wealth Management
Virginia
$882K -$142K -2,371 -14%
PCM
37
Parsons Capital Management
Rhode Island
$793K
GRP
38
Global Retirement Partners
California
$790K
PGAM
39
Princeton Global Asset Management
New Jersey
$739K +$840 +14 +0.1%
FAIM
40
Financial Advocates Investment Management
Washington
$700K +$300 +5 +0%
RJA
41
Raymond James & Associates
Florida
$679K
KAM
42
Knightsbridge Asset Management
California
$640K -$572K -9,546 -48%
AC
43
Asio Capital
Kentucky
$632K +$27.2K +454 +5%
Creative Planning
44
Creative Planning
Kansas
$629K -$146K -2,427 -19%
Citadel Advisors
45
Citadel Advisors
Florida
$552K -$3.27M -54,509 -86%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$541K +$169K +2,810 +48%
SPC
47
Sigma Planning Corp
Michigan
$503K
BAM
48
Belpointe Asset Management
Nevada
$501K -$133K -2,216 -22%
BFG
49
Bouchey Financial Group
New York
$488K +$146K +2,434 +45%
Wolverine Trading
50
Wolverine Trading
Illinois
$456K +$442K +7,364 New

GSEW Hedge Fund Activity: Q2 2023 in Review

80 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q2 2023, worth a combined $268M — down 2.7% from $275M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GSEW positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $1.83M. The largest seller was OneDigital Investment Advisors, cutting an estimated $7.98M.

  • 80 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q2 2023, up from 77 in Q1 2023.
  • Funds reported $268M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q2 2023 was SageView Advisory Group, an estimated $1.83M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q2 2023 was OneDigital Investment Advisors, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2023.