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Goldman Sachs Equal Weight US Large Cap Equity ETF

105 hedge funds and large institutions have $603M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 26 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

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $471M → $603M (+$131M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 96105 (+9)

1.89% more ownership

Funds ownership: 67.9%69.79% (+1.9%)

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
15
Increased
44
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$76.8M +$30.3M +410,137 +71%
SFI
2
SPC Financial Inc
Maryland
$68.3M +$564K +7,636 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$45.1M +$6.17M +83,469 +17%
Bank of America
4
Bank of America
North Carolina
$35.8M -$1.71M -23,165 -5%
CFG
5
CKW Financial Group
Hawaii
$35.5M +$169K +2,293 +0.5%
OIA
6
OneDigital Investment Advisors
Kansas
$34.4M -$1.46M -19,814 -4%
GLR
7
Great Lakes Retirement
Ohio
$24.5M +$95.3K +1,290 +0.4%
HI
8
Horizon Investments
North Carolina
$22.1M +$21M +284,743 New
ACA
9
Aptus Capital Advisors
Alabama
$21.2M +$3.39M +45,927 +20%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.8M +$3.23M +43,732 +24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.6M +$269K +3,637 +2%
OP
12
ORG Partners
Indiana
$12.3M +$334K +4,523 +3%
IA
13
IFP Advisors
Florida
$12.2M +$47.9K +648 +0.4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$11.4M -$239K -3,239 -2%
Ameriprise
15
Ameriprise
Minnesota
$11.1M +$1.77M +23,945 +20%
CPRC
16
Consolidated Portfolio Review Corp
New York
$9.94M +$269K +3,638 +3%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$9.49M +$952K +12,878 +12%
LPL Financial
18
LPL Financial
California
$9.07M +$1.31M +17,784 +18%
SC
19
Sierra Capital
Florida
$8.74M +$337K +4,559 +4%
Wells Fargo
20
Wells Fargo
California
$8.55M +$1.82M +24,697 +29%
UBS Group
21
UBS Group
Switzerland
$8.27M +$5.67M +76,794 +256%
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.51M -$89.2K -1,207 -1%
Cerity Partners
23
Cerity Partners
New York
$7.28M +$905K +12,248 +15%
LWA
24
Lineweaver Wealth Advisors
Ohio
$6.17M +$220K +2,973 +4%
Creative Planning
25
Creative Planning
Kansas
$5.91M -$122K -1,657 -2%

GSEW Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q3 2024, worth a combined $603M — up 28% from $471M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GSEW positions and 4 closed out — a net gain of 11 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $30.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.39M.

  • 105 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $603M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 15 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $30.3M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2024.