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Goldman Sachs Equal Weight US Large Cap Equity ETF

79 hedge funds and large institutions have $576M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

52.96% more ownership

Funds ownership: 436.44%489.4% (+53%)

21% more capital invested

Capital invested by funds: $476M → $576M (+$99.2M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more funds holding

Funds holding: 6679 (+13)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
38
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$108M +$12.2M +186,453 +13%
Morgan Stanley
2
Morgan Stanley
New York
$61.6M -$3.2M -48,839 -5%
Ameriprise
3
Ameriprise
Minnesota
$56.7M -$373K -5,702 -0.7%
FSC
4
Full Sail Capital
Oklahoma
$42.6M +$9.7M +148,135 +30%
SWP
5
Stratos Wealth Partners
Ohio
$37.6M +$1.09M +16,570 +3%
BFG
6
Bouchey Financial Group
New York
$31.5M +$1.01M +15,451 +3%
CFG
7
CKW Financial Group
Hawaii
$28.4M +$574K +8,759 +2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$21.5M +$20.2M +308,873 +2,759%
LPT
9
Legacy Private Trust
Wisconsin
$17.1M -$1.28M -19,549 -7%
TF
10
TLWM Financial
Texas
$14.7M -$7.4K -113 -0.1%
SRC
11
Shufro Rose & Co
New York
$11.8M +$1.33M +20,345 +13%
LPL Financial
12
LPL Financial
California
$10.5M +$1.23M +18,775 +14%
CI
13
CX Institutional
Indiana
$8.41M +$591K +9,024 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.21M +$227K +3,467 +3%
WMG
15
WESCAP Management Group
California
$8.17M +$492K +7,513 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.92M +$485K +7,409 +8%
CFA
17
Carroll Financial Associates
North Carolina
$6.6M -$31K -474 -0.5%
KTC
18
Kistler-Tiffany Companies
Pennsylvania
$6.49M +$997K +15,222 +19%
ACP
19
Ashfield Capital Partners
California
$6.18M +$298K +4,545 +5%
HCA
20
Heck Capital Advisors
Wisconsin
$6.02M +$493K +7,528 +9%
DWT
21
Dorsey & Whitney Trust
South Dakota
$5.74M
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$4.98M +$3.97M +60,539 +445%
SWM
23
Sanctuary Wealth Management
Idaho
$4.63M +$4.52M +68,934 New
Bank of America
24
Bank of America
North Carolina
$4.62M +$44.7K +682 +1%
IA
25
IFP Advisors
Florida
$4.55M +$577K +8,817 +15%

GSEW Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q2 2021, worth a combined $576M — up 21% from $476M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GSEW positions and 5 closed out — a net gain of 13 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $20.2M. The largest seller was Ausdal Financial Partners, cutting an estimated $4.02M.

  • 79 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $576M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 18 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q2 2021 and 5 closed out, a net change of +13 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $20.2M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q2 2021 was Ausdal Financial Partners, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.