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Goldman Sachs Equal Weight US Large Cap Equity ETF

42 hedge funds and large institutions have $226M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

37.68% more ownership

Funds ownership: 222.06%259.74% (+38%)

25% more capital invested

Capital invested by funds: $180M → $226M (+$45.6M)

8% more funds holding

Funds holding: 3942 (+3)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
9
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$47.1M +$5.35M +108,629 +13%
Ameriprise
2
Ameriprise
Minnesota
$34.4M +$1.32M +26,755 +4%
BFG
3
Bouchey Financial Group
New York
$21.4M +$566K +11,488 +3%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M +$2.47M +50,238 +16%
CFG
5
CKW Financial Group
Hawaii
$15.7M +$15.5M +315,379 New
LPT
6
Legacy Private Trust
Wisconsin
$12.6M +$997K +20,238 +9%
Bank of America
7
Bank of America
North Carolina
$7.52M -$232K -4,708 -3%
LPL Financial
8
LPL Financial
California
$7.12M -$777K -15,771 -10%
CIC
9
Cornercap Investment Counsel
Georgia
$6.44M +$6.38M +129,549 New
SRC
10
Shufro Rose & Co
New York
$5.72M +$1.73M +35,072 +44%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.28M -$206K -4,186 -4%
CFA
12
Carroll Financial Associates
North Carolina
$5.2M -$54.6K -1,108 -1%
WMG
13
WESCAP Management Group
California
$5.14M -$28.5K -578 -0.6%
DWT
14
Dorsey & Whitney Trust
South Dakota
$4.25M
ACP
15
Ashfield Capital Partners
California
$3.93M +$2.17K +44 +0.1%
RPSA
16
Richard P. Slaughter Associates
Texas
$3.75M +$682K +13,839 +22%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.53M +$138K +2,798 +4%
AW
18
ACG Wealth
Georgia
$2.31M -$355K -7,215 -13%
FA
19
FMA Advisory
Pennsylvania
$2.07M +$306K +6,219 +18%
SFI
20
SPC Financial Inc
Maryland
$2M +$66.5K +1,350 +3%
Goldman Sachs
21
Goldman Sachs
New York
$1.38M +$1.37M +27,773 New
FAIM
22
Financial Advocates Investment Management
Washington
$1.13M +$43.6K +885 +4%
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$1.04M +$1.03M +20,834 New
CAN
24
Cetera Advisor Networks
California
$995K +$197 +4 +0%
TIA
25
Traphagen Investment Advisors
New Jersey
$877K +$869K +17,636 New

GSEW Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q3 2020, worth a combined $226M — up 25% from $180M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GSEW positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was CKW Financial Group, opening a new position worth an estimated $15.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.97M sold.

  • 42 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q3 2020, up from 39 in Q2 2020.
  • Funds reported $226M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q3 2020 and 6 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q3 2020 was CKW Financial Group, an estimated $15.5M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q3 2020 was Jane Street, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2020.