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Goldman Sachs Equal Weight US Large Cap Equity ETF

93 hedge funds and large institutions have $382M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

49% more capital invested

Capital invested by funds: $256M → $382M (+$126M)

13% more funds holding

Funds holding: 8293 (+11)

12.81% more ownership

Funds ownership: 58.31%71.12% (+13%)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

Holders
93
Holders Change
+11
Holders Change %
+13.41%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
29
Reduced
38
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.1M +$31.5M +509,562 +127%
SFI
2
SPC Financial Inc
Maryland
$54M +$44.7M +724,251 +894%
OIA
3
OneDigital Investment Advisors
Kansas
$38.7M -$21.3M -344,572 -37%
CFG
4
CKW Financial Group
Hawaii
$28.5M -$165K -2,666 -0.6%
GLR
5
Great Lakes Retirement
Ohio
$22.2M -$1.43M -23,162 -7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.3M -$460K -7,445 -4%
IA
7
IFP Advisors
Florida
$10.8M +$548K +8,878 +6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$10.2M -$70.6K -1,144 -0.7%
Bank of America
9
Bank of America
North Carolina
$10.1M +$5.6M +90,784 +153%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.31M +$8.29M +134,275 +2,991%
OP
11
ORG Partners
Indiana
$9.1M +$8.38M +135,699 New
Ameriprise
12
Ameriprise
Minnesota
$8.97M +$175K +2,835 +2%
CPRC
13
Consolidated Portfolio Review Corp
New York
$7.9M +$800K +12,951 +12%
CAAM
14
Cornerstone Advisors Asset Management
Pennsylvania
$7.05M +$240K +3,894 +4%
ACA
15
Aptus Capital Advisors
Alabama
$5.93M +$5.34M +86,573 +4,647%
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.93M +$5.46M +88,436 New
LPL Financial
17
LPL Financial
California
$5.82M +$728K +11,787 +16%
Cerity Partners
18
Cerity Partners
New York
$5.77M -$1.54K -25 -0%
Creative Planning
19
Creative Planning
Kansas
$5.39M -$148K -2,396 -3%
DWT
20
Dorsey & Whitney Trust
South Dakota
$5.36M -$38.6K -625 -0.8%
WMG
21
WESCAP Management Group
California
$4.57M -$370 -6 -0%
Wells Fargo
22
Wells Fargo
California
$4.26M -$298K -4,835 -7%
SC
23
Sierra Capital
Florida
$3.27M +$721K +11,675 +31%
FHB
24
First Hawaiian Bank
Hawaii
$2.83M +$32.7K +529 +1%
GIA
25
Gladstone Institutional Advisory
Florida
$2.65M +$23.3K +377 +1%

GSEW Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2023, worth a combined $382M — up 49% from $256M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GSEW positions and 4 closed out — a net gain of 11 holders — while 29 added to existing stakes and 38 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $44.7M. The largest seller was OneDigital Investment Advisors, cutting an estimated $21.3M.

  • 93 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2023, up from 82 in Q3 2023.
  • Funds reported $382M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2023, up 49% quarter-over-quarter.
  • 15 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2023 was SPC Financial Inc, an estimated $44.7M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2023 was OneDigital Investment Advisors, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2023.