We are live on ! Find out more
GSEW icon

Goldman Sachs Equal Weight US Large Cap Equity ETF

113 hedge funds and large institutions have $667M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $603M → $667M (+$64.1M)

8% more funds holding

Funds holding: 105113 (+8)

0.69% more ownership

Funds ownership: 69.79%70.47% (+0.69%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
48
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$80.8M +$4.37M +55,056 +6%
SFI
2
SPC Financial Inc
Maryland
$70.4M +$2.36M +29,721 +3%
Morgan Stanley
3
Morgan Stanley
New York
$47.5M +$2.62M +33,083 +6%
Bank of America
4
Bank of America
North Carolina
$42.6M +$7.05M +88,917 +19%
CFG
5
CKW Financial Group
Hawaii
$35.7M +$175K +2,205 +0.5%
ACA
6
Aptus Capital Advisors
Alabama
$35.2M +$14.5M +183,287 +67%
OIA
7
OneDigital Investment Advisors
Kansas
$31.5M -$2.89M -36,394 -8%
GLR
8
Great Lakes Retirement
Ohio
$24M -$457K -5,765 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$22.1M +$22.7M +286,723 New
GWANC
10
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M +$13.3M +167,293 +173%
HI
11
Horizon Investments
North Carolina
$16.1M -$6.02M -75,894 -27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.2M +$688K +8,677 +5%
OP
13
ORG Partners
Indiana
$12.7M +$499K +6,288 +4%
FPCP
14
Fort Point Capital Partners
California
$12.7M +$12.5M +157,913 +2,268%
IA
15
IFP Advisors
Florida
$12.3M +$197K +2,483 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$106K +1,341 +0.9%
LPL Financial
17
LPL Financial
California
$9.87M +$852K +10,745 +9%
Wells Fargo
18
Wells Fargo
California
$9.82M +$1.33M +16,732 +15%
CAAM
19
Cornerstone Advisors Asset Management
Pennsylvania
$9.48M +$21.3K +268 +0.2%
Goldman Sachs
20
Goldman Sachs
New York
$8.5M +$6.95M +87,564 +385%
UBS Group
21
UBS Group
Switzerland
$8.39M +$152K +1,922 +2%
CPRC
22
Consolidated Portfolio Review Corp
New York
$8.34M -$1.61M -20,271 -16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.89M +$3.7M +46,608 +84%
Cerity Partners
24
Cerity Partners
New York
$7.24M -$13.1K -165 -0.2%
Creative Planning
25
Creative Planning
Kansas
$6.8M +$932K +11,755 +15%

GSEW Hedge Fund Activity: Q4 2024 in Review

113 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) for Q4 2024, worth a combined $667M — up 11% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GSEW positions and 7 closed out — a net gain of 13 holders — while 48 added to existing stakes and 33 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.5M. The largest seller was Ameriprise, cutting an estimated $9.27M.

  • 113 institutional investors held Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $667M of Goldman Sachs Equal Weight US Large Cap Equity ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 20 funds opened new Goldman Sachs Equal Weight US Large Cap Equity ETF positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $14.5M added.
  • The largest Goldman Sachs Equal Weight US Large Cap Equity ETF seller in Q4 2024 was Ameriprise, an estimated $9.27M sold.

Based on aggregated 13F filings for Q4 2024.