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Goldman Sachs Equal Weight US Large Cap Equity ETF

99 hedge funds and large institutions have $435M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $382M → $435M (+$53.8M)

6% more funds holding

Funds holding: 9399 (+6)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.94% less ownership

Funds ownership: 71.12%67.18% (-3.9%)

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
39
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1
SPC Financial Inc
Maryland
$62.1M +$3.27M +47,562 +6%
Bank of America
2
Bank of America
North Carolina
$36.5M +$24.2M +351,275 +234%
OIA
3
OneDigital Investment Advisors
Kansas
$35.7M -$5.96M -86,614 -15%
Morgan Stanley
4
Morgan Stanley
New York
$33.6M -$30.9M -449,103 -49%
CFG
5
CKW Financial Group
Hawaii
$33.1M +$2.2M +32,013 +8%
GLR
6
Great Lakes Retirement
Ohio
$23.6M -$412K -5,987 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.6M +$1.24M +18,042 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.3M +$1.1M +16,048 +12%
IA
9
IFP Advisors
Florida
$11.1M -$608K -8,839 -5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$11M -$139K -2,022 -1%
HI
11
Horizon Investments
North Carolina
$10.7M +$10.1M +146,602 New
ACA
12
Aptus Capital Advisors
Alabama
$9.64M +$3.03M +43,975 +50%
PI
13
PFG Investments
New York
$8.3M +$7.84M +114,022 New
CPRC
14
Consolidated Portfolio Review Corp
New York
$8.29M -$273K -3,970 -3%
SC
15
Sierra Capital
Florida
$7.98M +$4.18M +60,808 +125%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$7.98M +$307K +4,466 +4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$7.14M +$5.71M +82,970 +550%
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.85M +$387K +5,629 +6%
Ameriprise
19
Ameriprise
Minnesota
$6.73M -$2.84M -41,339 -31%
LPL Financial
20
LPL Financial
California
$6.7M +$352K +5,123 +6%
Cerity Partners
21
Cerity Partners
New York
$6.24M -$21.9K -319 -0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.19M +$3.59M +52,154 +159%
Wells Fargo
23
Wells Fargo
California
$5.99M +$1.29M +18,775 +30%
Creative Planning
24
Creative Planning
Kansas
$5.82M -$28.3K -411 -0.5%
WMG
25
WESCAP Management Group
California
$4.89M -$64.1K -931 -1%

GSEW Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q1 2024, worth a combined $435M — up 14% from $382M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GSEW positions and 5 closed out — a net gain of 7 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $24.2M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 99 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q1 2024, up from 93 in Q4 2023.
  • Funds reported $435M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q1 2024 was Bank of America, an estimated $24.2M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2024.