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Goldman Sachs Equal Weight US Large Cap Equity ETF

25 hedge funds and large institutions have $54.1M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more funds holding

Funds holding: 1725 (+8)

19.29% more ownership

Funds ownership: 59.13%78.42% (+19%)

13% more capital invested

Capital invested by funds: $47.7M → $54.1M (+$6.32M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
25
Holders Change
+8
Holders Change %
+47.06%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$16.5M +$17.9M +419,524 +126,363%
AW
2
ACG Wealth
Georgia
$12M -$863K -20,200 -6%
LPL Financial
3
LPL Financial
California
$8.64M +$572K +13,391 +7%
WMG
4
WESCAP Management Group
California
$2.88M +$3.13M +73,247 New
ACP
5
Ashfield Capital Partners
California
$2.26M +$437K +10,230 +22%
Bank of America
6
Bank of America
North Carolina
$1.96M +$458K +10,720 +28%
FAIM
7
Financial Advocates Investment Management
Washington
$1.81M -$288K -6,740 -13%
Morgan Stanley
8
Morgan Stanley
New York
$1.76M -$2.39M -55,981 -56%
SFI
9
SPC Financial Inc
Maryland
$1.36M +$1.47M +34,475 New
FCAG
10
First Capital Advisors Group
New Jersey
$1.01M +$1.1M +25,718 New
HCM
11
Hengehold Capital Management
Ohio
$716K +$777K +18,177 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$492K -$1.35M -31,675 -72%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$439K +$106K +2,473 +29%
CFA
14
Carroll Financial Associates
North Carolina
$368K -$184K -4,300 -32%
Citadel Advisors
15
Citadel Advisors
Florida
$335K +$363K +8,502 New
RJT
16
Raymond James Trust
Florida
$280K +$303K +7,100 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$222K +$241K +5,628 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$212K -$3.68M -86,014 -94%
WDL
19
Well Done LLC
Michigan
$181K
CC
20
Claybrook Capital
Massachusetts
$181K +$196K +4,596 New
MOS
21
MGO One Seven
Ohio
$176K -$12.8K -300 -6%
UBS Group
22
UBS Group
Switzerland
$116K +$24.1K +564 +24%
PGAM
23
Princeton Global Asset Management
New Jersey
$106K +$115K +2,700 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$28K +$30.6K +715 New
ASN
25
Advisory Services Network
Georgia
$14K +$15K +350 New

GSEW Hedge Fund Activity: Q4 2018 in Review

25 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2018, worth a combined $54.1M — up 13% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GSEW positions and 3 closed out — a net gain of 8 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $17.9M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $3.92M sold.

  • 25 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2018, up from 17 in Q3 2018.
  • Funds reported $54.1M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 11 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2018 and 3 closed out, a net change of +8 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2018 was OneDigital Investment Advisors, an estimated $17.9M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2018.