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Goldman Sachs Equal Weight US Large Cap Equity ETF

42 hedge funds and large institutions have $133M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more funds holding

Funds holding: 2942 (+13)

32% more capital invested

Capital invested by funds: $101M → $133M (+$32.6M)

29.59% more ownership

Funds ownership: 121.34%150.93% (+30%)

Holders
42
Holders Change
+13
Holders Change %
+44.83%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
15
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$43.4M +$1.81M +37,204 +5%
Morgan Stanley
2
Morgan Stanley
New York
$17M -$74.6K -1,531 -0.5%
BFG
3
Bouchey Financial Group
New York
$14.6M +$14M +288,343 New
AW
4
ACG Wealth
Georgia
$10.2M -$1.8M -36,905 -16%
LPL Financial
5
LPL Financial
California
$8.92M +$1.39M +28,640 +19%
WMG
6
WESCAP Management Group
California
$6.06M +$548K +11,255 +10%
ACP
7
Ashfield Capital Partners
California
$3.95M -$438 -9 -0%
DWT
8
Dorsey & Whitney Trust
South Dakota
$3.74M
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.45M -$98.7K -2,026 -3%
Bank of America
10
Bank of America
North Carolina
$2.91M +$267K +5,480 +11%
RPSA
11
Richard P. Slaughter Associates
Texas
$2.34M +$2.25M +46,155 New
FAIM
12
Financial Advocates Investment Management
Washington
$1.88M -$71.3K -1,465 -4%
SRC
13
Shufro Rose & Co
New York
$1.81M +$1.74M +35,670 New
Jane Street
14
Jane Street
New York
$1.75M +$490K +10,053 +41%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.43M +$85.8K +1,762 +7%
FA
16
FMA Advisory
Pennsylvania
$1.35M -$30.8K -633 -2%
SFI
17
SPC Financial Inc
Maryland
$1.28M +$181K +3,720 +17%
Citadel Advisors
18
Citadel Advisors
Florida
$1.07M +$1.03M +21,073 New
Ameriprise
19
Ameriprise
Minnesota
$886K +$644K +13,231 +312%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$819K +$258K +5,303 +49%
HCM
21
Hengehold Capital Management
Ohio
$778K -$135K -2,774 -15%
BFA
22
Brendel Financial Advisors
New Hampshire
$742K +$713K +14,640 New
VF
23
Virtu Financial
New York
$655K +$629K +12,924 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$605K +$581K +11,939 New
MOS
25
MGO One Seven
Ohio
$367K -$22.6K -465 -6%

GSEW Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2019, worth a combined $133M — up 32% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GSEW positions and 0 closed out — a net gain of 13 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $14M. The largest seller was ACG Wealth, cutting an estimated $1.8M.

  • 42 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $133M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2019, up 32% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2019 and 0 closed out, a net change of +13 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2019 was Bouchey Financial Group, an estimated $14M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2019 was ACG Wealth, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2019.