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Goldman Sachs Equal Weight US Large Cap Equity ETF

80 hedge funds and large institutions have $268M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 7780 (+3)

2.09% more ownership

Funds ownership: 55.35%57.43% (+2.1%)

3% less capital invested

Capital invested by funds: $275M → $268M (-$7.41M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
26
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$59.9M -$7.98M -132,994 -12%
CFG
2
CKW Financial Group
Hawaii
$26.4M -$3.08M -51,437 -11%
GLR
3
Great Lakes Retirement
Ohio
$22.6M -$478K -7,970 -2%
Morgan Stanley
4
Morgan Stanley
New York
$22M -$472K -7,863 -2%
Ameriprise
5
Ameriprise
Minnesota
$17.6M -$3.88M -64,643 -19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14M +$264K +4,403 +2%
IA
7
IFP Advisors
Florida
$10.1M +$153K +2,556 +2%
CPRC
8
Consolidated Portfolio Review Corp
New York
$6.44M +$617K +10,290 +11%
CAAM
9
Cornerstone Advisors Asset Management
Pennsylvania
$5.62M +$486K +8,108 +10%
Cerity Partners
10
Cerity Partners
New York
$5.31M +$77.5K +1,292 +2%
SFI
11
SPC Financial Inc
Maryland
$5.09M +$1.18M +19,679 +32%
DWT
12
Dorsey & Whitney Trust
South Dakota
$5.08M -$60.7K -1,012 -1%
KTC
13
Kistler-Tiffany Companies
Pennsylvania
$4.6M -$55.2K -921 -1%
WMG
14
WESCAP Management Group
California
$4.37M -$80.4K -1,341 -2%
LPL Financial
15
LPL Financial
California
$4.28M -$518K -8,638 -11%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.22M -$1.16M -19,351 -27%
LPT
17
Legacy Private Trust
Wisconsin
$3.18M -$886K -14,771 -23%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.05M +$414K +6,898 +16%
Bank of America
19
Bank of America
North Carolina
$3.03M -$287K -4,781 -9%
FHB
20
First Hawaiian Bank
Hawaii
$2.6M -$313K -5,223 -11%
GIA
21
Gladstone Institutional Advisory
Florida
$2.41M +$51.7K +862 +2%
SC
22
Sierra Capital
Florida
$2.31M +$330K +5,500 +17%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.3M +$117K +1,959 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.12M -$1.78M -29,635 -47%
SAG
25
SageView Advisory Group
California
$1.91M +$1.83M +30,480 New

GSEW Hedge Fund Activity: Q2 2023 in Review

80 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q2 2023, worth a combined $268M — down 2.7% from $275M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GSEW positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $1.83M. The largest seller was OneDigital Investment Advisors, cutting an estimated $7.98M.

  • 80 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q2 2023, up from 77 in Q1 2023.
  • Funds reported $268M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q2 2023 was SageView Advisory Group, an estimated $1.83M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q2 2023 was OneDigital Investment Advisors, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2023.