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Goldman Sachs Equal Weight US Large Cap Equity ETF

88 hedge funds and large institutions have $680M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

26.55% more ownership

Funds ownership: 520.82%547.37% (+27%)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $610M → $680M (+$70.4M)

10% more funds holding

Funds holding: 8088 (+8)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
47
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$123M +$748K +10,633 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$71.8M +$6.49M +92,204 +10%
Ameriprise
3
Ameriprise
Minnesota
$61.9M +$308K +4,378 +0.5%
FSC
4
Full Sail Capital
Oklahoma
$46.8M +$1.7M +24,227 +3%
SWP
5
Stratos Wealth Partners
Ohio
$40.5M +$14.2K +202 +0%
BFG
6
Bouchey Financial Group
New York
$36.5M +$1.79M +25,421 +5%
CFG
7
CKW Financial Group
Hawaii
$31.8M -$409K -5,818 -1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$30.1M +$2.58M +36,661 +10%
LPT
9
Legacy Private Trust
Wisconsin
$19.1M +$690K +9,814 +4%
TF
10
TLWM Financial
Texas
$15.8M +$77.2K +1,097 +0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.2M +$1.95M +27,678 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.8M +$4.08M +57,942 +39%
LPL Financial
13
LPL Financial
California
$14.4M +$870K +12,369 +7%
SRC
14
Shufro Rose & Co
New York
$13.9M +$485K +6,898 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$10.8M +$3.35M +47,655 +46%
WMG
16
WESCAP Management Group
California
$9.01M +$25.3K +360 +0.3%
IA
17
IFP Advisors
Florida
$8.82M +$228K +3,244 +3%
Wells Fargo
18
Wells Fargo
California
$8.27M +$4.62M +65,734 +132%
DWT
19
Dorsey & Whitney Trust
South Dakota
$8.1M +$981K +13,947 +14%
KTC
20
Kistler-Tiffany Companies
Pennsylvania
$7.67M +$200K +2,840 +3%
CFA
21
Carroll Financial Associates
North Carolina
$7.02M
ACP
22
Ashfield Capital Partners
California
$6.34M -$261K -3,715 -4%
HCA
23
Heck Capital Advisors
Wisconsin
$6.12M -$619K -8,795 -9%
Bank of America
24
Bank of America
North Carolina
$5.28M +$298K +4,240 +6%
CI
25
CX Institutional
Indiana
$4.12M -$4.95M -70,382 -55%

GSEW Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2021, worth a combined $680M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GSEW positions and 4 closed out — a net gain of 9 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.49M. The largest seller was CX Institutional, cutting an estimated $4.95M.

  • 88 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $680M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2021 was Morgan Stanley, an estimated $6.49M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2021 was CX Institutional, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2021.