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Goldman Sachs Equal Weight US Large Cap Equity ETF

77 hedge funds and large institutions have $275M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7577 (+2)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.03% less ownership

Funds ownership: 57.37%55.35% (-2%)

12% less capital invested

Capital invested by funds: $312M → $275M (-$37.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
28
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$65.7M -$5.74M -95,300 -8%
CFG
2
CKW Financial Group
Hawaii
$28.5M +$434K +7,199 +2%
GLR
3
Great Lakes Retirement
Ohio
$22.3M -$154K -2,551 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$21.6M -$1.07M -17,820 -5%
Ameriprise
5
Ameriprise
Minnesota
$20.8M +$901K +14,946 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.2M +$240K +3,989 +2%
IA
7
IFP Advisors
Florida
$6.98M -$201K -3,342 -2%
CPRC
8
Consolidated Portfolio Review Corp
New York
$5.58M +$5.59M +92,683 New
Cerity Partners
9
Cerity Partners
New York
$5.03M +$49.6K +823 +1%
DWT
10
Dorsey & Whitney Trust
South Dakota
$4.95M
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$4.93M
LPL Financial
12
LPL Financial
California
$4.64M +$2.76M +45,839 +146%
KTC
13
Kistler-Tiffany Companies
Pennsylvania
$4.49M -$249K -4,130 -5%
WMG
14
WESCAP Management Group
California
$4.29M -$1.96M -32,484 -31%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.26M +$8.68K +144 +0.2%
LPT
16
Legacy Private Trust
Wisconsin
$3.95M -$1.02M -16,949 -21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.82M -$2.62M -43,527 -41%
Citadel Advisors
18
Citadel Advisors
Florida
$3.81M +$3.14M +52,123 +465%
SFI
19
SPC Financial Inc
Maryland
$3.72M +$40.7K +675 +1%
Bank of America
20
Bank of America
North Carolina
$3.21M +$168K +2,790 +6%
FHB
21
First Hawaiian Bank
Hawaii
$2.82M
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.52M +$720K +11,940 +40%
GIA
23
Gladstone Institutional Advisory
Florida
$2.27M -$48.3K -802 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.08M -$367K -6,097 -15%
FSC
25
Full Sail Capital
Oklahoma
$2M -$35.6M -590,561 -95%

GSEW Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q1 2023, worth a combined $275M — down 12% from $312M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GSEW positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.14M. The largest seller was Full Sail Capital, cutting an estimated $35.6M.

  • 77 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $275M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q1 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q1 2023 was Citadel Advisors, an estimated $3.14M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q1 2023 was Full Sail Capital, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2023.