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Goldman Sachs Equal Weight US Large Cap Equity ETF

96 hedge funds and large institutions have $471M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $435M → $471M (+$35.9M)

0.72% more ownership

Funds ownership: 67.18%67.9% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 9996 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
40
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1
SPC Financial Inc
Maryland
$62.2M +$1.49M +21,073 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$41.3M +$34.3M +482,892 +492%
Morgan Stanley
3
Morgan Stanley
New York
$35.5M +$2.66M +37,522 +8%
Bank of America
4
Bank of America
North Carolina
$34.5M -$1.14M -16,085 -3%
OIA
5
OneDigital Investment Advisors
Kansas
$33M -$1.82M -25,698 -5%
CFG
6
CKW Financial Group
Hawaii
$32.4M +$6.74K +95 +0%
GLR
7
Great Lakes Retirement
Ohio
$22.4M -$683K -9,624 -3%
ACA
8
Aptus Capital Advisors
Alabama
$16.2M +$6.72M +94,681 +72%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.2M -$49.4K -697 -0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.3M +$286K +4,029 +3%
IA
11
IFP Advisors
Florida
$11.1M +$306K +4,314 +3%
OP
12
ORG Partners
Indiana
$10.9M +$10.9M +154,211 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$10.7M -$69.3K -977 -0.6%
CPRC
14
Consolidated Portfolio Review Corp
New York
$8.87M +$765K +10,790 +9%
Ameriprise
15
Ameriprise
Minnesota
$8.49M +$1.92M +27,006 +29%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$7.8M +$7.73K +109 +0.1%
SC
17
Sierra Capital
Florida
$7.71M -$94.1K -1,326 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.22M +$1.17M +16,461 +19%
LPL Financial
19
LPL Financial
California
$7.07M +$523K +7,377 +8%
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.98M +$286K +4,034 +4%
Wells Fargo
21
Wells Fargo
California
$6.1M +$238K +3,358 +4%
Cerity Partners
22
Cerity Partners
New York
$5.81M -$284K -4,003 -5%
Creative Planning
23
Creative Planning
Kansas
$5.55M -$135K -1,903 -2%
LWA
24
Lineweaver Wealth Advisors
Ohio
$5.45M +$5.43M +76,536 New
WMG
25
WESCAP Management Group
California
$4.79M +$10.2K +144 +0.2%

GSEW Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q2 2024, worth a combined $471M — up 8.2% from $435M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GSEW and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 40 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $34.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $10.7M sold.

  • 96 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $471M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q2 2024 and 11 closed out, a net change of -2 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $34.3M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q2 2024 was Horizon Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.