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Goldman Sachs Equal Weight US Large Cap Equity ETF

28 hedge funds and large institutions have $115M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

64% more capital invested

Capital invested by funds: $70.6M → $115M (+$44.8M)

45.9% more ownership

Funds ownership: 89.23%135.14% (+46%)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12% more funds holding

Funds holding: 2528 (+3)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$68.4M +$46.2M +1,004,781 +222%
AW
2
ACG Wealth
Georgia
$11.3M -$1.87M -40,733 -15%
LPL Financial
3
LPL Financial
California
$7.04M -$3.36M -73,090 -33%
Morgan Stanley
4
Morgan Stanley
New York
$6.05M +$1.52M +33,008 +34%
ACP
5
Ashfield Capital Partners
California
$4.41M -$3.1M -67,436 Closed
WMG
6
WESCAP Management Group
California
$4.2M +$288K +6,265 +8%
Bank of America
7
Bank of America
North Carolina
$3.32M +$756K +16,451 +30%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.2M -$56.5K -1,228 -2%
FAIM
9
Financial Advocates Investment Management
Washington
$1.95M -$207K -4,500 -10%
FA
10
FMA Advisory
Pennsylvania
$1.16M +$1.14M +24,795 New
SFI
11
SPC Financial Inc
Maryland
$964K +$254K +5,533 +37%
HCM
12
Hengehold Capital Management
Ohio
$853K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$461K +$133K +2,883 +41%
Goldman Sachs
14
Goldman Sachs
New York
$445K +$436K +9,486 New
Jane Street
15
Jane Street
New York
$331K -$3.22M -70,017 -91%
Citadel Advisors
16
Citadel Advisors
Florida
$292K +$286K +6,224 New
CFA
17
Carroll Financial Associates
North Carolina
$272K -$152K -3,300 -36%
MOS
18
MGO One Seven
Ohio
$219K +$9.19K +200 +4%
PGAM
19
Princeton Global Asset Management
New Jersey
$209K +$42.8K +930 +26%
BEAM
20
Baker Ellis Asset Management
Washington
$103K +$101K +2,200 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$85K +$65.7K +1,429 +366%
SFSIG
22
San Francisco Sentry Investment Group
California
$46K +$18.8K +410 +71%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$34K
S
24
SignatureFD
Georgia
$29K +$28K +610 New
ASN
25
Advisory Services Network
Georgia
$16K

GSEW Hedge Fund Activity: Q2 2019 in Review

28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q2 2019, worth a combined $115M — up 64% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GSEW positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $46.2M. The largest seller was LPL Financial, cutting an estimated $3.36M.

  • 28 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q2 2019, up from 25 in Q1 2019.
  • Funds reported $115M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q2 2019, up 64% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q2 2019 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q2 2019 was OneDigital Investment Advisors, an estimated $46.2M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q2 2019 was LPL Financial, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2019.