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Goldman Sachs Equal Weight US Large Cap Equity ETF

75 hedge funds and large institutions have $312M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 7975 (-4)

7% less capital invested

Capital invested by funds: $337M → $312M (-$25.1M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

305.81% less ownership

Funds ownership: 363.19%57.37% (-306%)

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
23
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$68.7M -$23.4M -403,777 -25%
FSC
2
Full Sail Capital
Oklahoma
$36.1M +$676K +11,664 +2%
CFG
3
CKW Financial Group
Hawaii
$27M -$4.46K -77 -0%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M -$3.32M -57,338 -13%
GLR
5
Great Lakes Retirement
Ohio
$21.8M +$21.6M +372,765 New
Ameriprise
6
Ameriprise
Minnesota
$19.2M -$24.4M -421,647 -56%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.5M +$334K +5,760 +3%
Wells Fargo
8
Wells Fargo
California
$8.12M +$1.94M +33,446 +31%
IA
9
IFP Advisors
Florida
$7.21M +$784K +13,535 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.2M +$569K +9,821 +10%
WMG
11
WESCAP Management Group
California
$6.01M -$962K -16,605 -14%
HCA
12
Heck Capital Advisors
Wisconsin
$4.81M +$95K +1,640 +2%
Cerity Partners
13
Cerity Partners
New York
$4.8M +$4.8M +82,804 New
LPT
14
Legacy Private Trust
Wisconsin
$4.78M -$1.04M -17,874 -18%
DWT
15
Dorsey & Whitney Trust
South Dakota
$4.76M -$140K -2,408 -3%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$4.74M +$454K +7,830 +11%
KTC
17
Kistler-Tiffany Companies
Pennsylvania
$4.56M -$1.54M -26,519 -25%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.09M +$702K +12,119 +21%
SFI
19
SPC Financial Inc
Maryland
$3.54M +$116K +2,000 +3%
Bank of America
20
Bank of America
North Carolina
$2.93M -$586K -10,106 -17%
FHB
21
First Hawaiian Bank
Hawaii
$2.72M
HighTower Advisors
22
HighTower Advisors
Illinois
$2.37M -$57.6K -994 -2%
GIA
23
Gladstone Institutional Advisory
Florida
$2.23M +$29.4K +508 +1%
WAM
24
Wakefield Asset Management
Colorado
$1.92M +$35K +604 +2%
LPL Financial
25
LPL Financial
California
$1.82M -$85.1K -1,468 -4%

GSEW Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2022, worth a combined $312M — down 7.4% from $337M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GSEW and 9 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $4.8M. The largest seller was Ameriprise, cutting an estimated $24.4M.

  • 75 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $312M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2022 and 11 closed out, a net change of -2 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2022 was Cerity Partners, an estimated $4.8M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2022 was Ameriprise, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2022.