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Goldman Sachs Equal Weight US Large Cap Equity ETF

80 hedge funds and large institutions have $610M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

31.42% more ownership

Funds ownership: 489.4%520.82% (+31%)

6% more capital invested

Capital invested by funds: $576M → $610M (+$34.1M)

1% more funds holding

Funds holding: 7980 (+1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
9
Increased
41
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$115M +$6.82M +99,477 +6%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$334K -4,876 -0.5%
Ameriprise
3
Ameriprise
Minnesota
$57.6M +$1.24M +18,156 +2%
FSC
4
Full Sail Capital
Oklahoma
$46.4M +$4.15M +60,620 +10%
SWP
5
Stratos Wealth Partners
Ohio
$37.9M +$476K +6,952 +1%
BFG
6
Bouchey Financial Group
New York
$32.4M +$1.09M +15,902 +3%
CFG
7
CKW Financial Group
Hawaii
$30.4M +$1.98M +28,822 +7%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$25.7M +$4.45M +64,906 +20%
LPT
9
Legacy Private Trust
Wisconsin
$17.2M +$149K +2,173 +0.9%
TF
10
TLWM Financial
Texas
$14.7M +$64.6K +942 +0.4%
LPL Financial
11
LPL Financial
California
$12.6M +$2.23M +32,537 +21%
SRC
12
Shufro Rose & Co
New York
$12.5M +$787K +11,484 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.4M +$5.66M +82,553 +80%
Osaic Holdings
14
Osaic Holdings
Arizona
$10M +$1.87M +27,275 +22%
CI
15
CX Institutional
Indiana
$8.55M +$191K +2,787 +2%
WMG
16
WESCAP Management Group
California
$8.4M +$278K +4,057 +3%
IA
17
IFP Advisors
Florida
$8.03M +$3.5M +51,094 +75%
KTC
18
Kistler-Tiffany Companies
Pennsylvania
$6.98M +$533K +7,780 +8%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$6.92M +$2.02M +29,445 +40%
DWT
20
Dorsey & Whitney Trust
South Dakota
$6.64M +$956K +13,952 +16%
CFA
21
Carroll Financial Associates
North Carolina
$6.56M -$8.09K -118 -0.1%
HCA
22
Heck Capital Advisors
Wisconsin
$6.31M +$328K +4,790 +5%
ACP
23
Ashfield Capital Partners
California
$6.17M +$32.6K +476 +0.5%
Bank of America
24
Bank of America
North Carolina
$4.65M +$53K +774 +1%
CIC
25
Cornercap Investment Counsel
Georgia
$3.85M -$45.7K -667 -1%

GSEW Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q3 2021, worth a combined $610M — up 5.9% from $576M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GSEW positions and 6 closed out — a net gain of 3 holders — while 41 added to existing stakes and 20 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $6.82M. The largest seller was Sanctuary Wealth Management, exiting entirely with an estimated $4.63M sold.

  • 80 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $610M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q3 2021 was OneDigital Investment Advisors, an estimated $6.82M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q3 2021 was Sanctuary Wealth Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2021.