We are live on ! Find out more
GSEW icon

Goldman Sachs Equal Weight US Large Cap Equity ETF

66 hedge funds and large institutions have $476M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

73.39% more ownership

Funds ownership: 363.05%436.44% (+73%)

30% more capital invested

Capital invested by funds: $368M → $476M (+$109M)

20% more funds holding

Funds holding: 5566 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
33
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
$88.9M +$7.55M +125,381 +10%
Morgan Stanley
2
Morgan Stanley
New York
$60.2M +$14.1M +234,265 +32%
Ameriprise
3
Ameriprise
Minnesota
$52.9M -$5.69M -94,525 -10%
SWP
4
Stratos Wealth Partners
Ohio
$33.8M +$32.7M +542,796 New
FSC
5
Full Sail Capital
Oklahoma
$31M +$7.34M +121,868 +33%
BFG
6
Bouchey Financial Group
New York
$28.3M +$664K +11,023 +2%
CFG
7
CKW Financial Group
Hawaii
$25.7M +$558K +9,270 +2%
LPT
8
Legacy Private Trust
Wisconsin
$17.1M +$939K +15,594 +6%
TF
9
TLWM Financial
Texas
$13.7M +$38.2K +634 +0.3%
SRC
10
Shufro Rose & Co
New York
$9.68M +$1.19M +19,826 +15%
LPL Financial
11
LPL Financial
California
$8.56M -$104K -1,720 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.39M +$378K +6,269 +6%
CI
13
CX Institutional
Indiana
$7.24M +$6.99M +116,143 New
WMG
14
WESCAP Management Group
California
$7.11M +$227K +3,769 +3%
AFP
15
Ausdal Financial Partners
Iowa
$6.55M -$291K -4,831 -4%
CFA
16
Carroll Financial Associates
North Carolina
$6.15M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.95M +$1.94M +32,198 +51%
ACP
18
Ashfield Capital Partners
California
$5.44M +$546K +9,065 +12%
DWT
19
Dorsey & Whitney Trust
South Dakota
$5.32M
HCA
20
Heck Capital Advisors
Wisconsin
$5.11M +$550K +9,133 +13%
KTC
21
Kistler-Tiffany Companies
Pennsylvania
$5.07M +$869K +14,432 +22%
Bank of America
22
Bank of America
North Carolina
$4.24M +$119K +1,983 +3%
CIC
23
Cornercap Investment Counsel
Georgia
$4.22M +$4.08M +67,756 New
IA
24
IFP Advisors
Florida
$3.67M +$308K +5,114 +9%
FA
25
FMA Advisory
Pennsylvania
$3.36M +$119K +1,974 +4%

GSEW Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q1 2021, worth a combined $476M — up 30% from $368M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GSEW positions and 6 closed out — a net gain of 11 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $32.7M. The largest seller was Ameriprise, cutting an estimated $5.69M.

  • 66 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q1 2021, up from 55 in Q4 2020.
  • Funds reported $476M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q1 2021, up 30% quarter-over-quarter.
  • 17 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q1 2021 and 6 closed out, a net change of +11 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q1 2021 was Stratos Wealth Partners, an estimated $32.7M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q1 2021 was Ameriprise, an estimated $5.69M sold.

Based on aggregated 13F filings for Q1 2021.