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Goldman Sachs Equal Weight US Large Cap Equity ETF

152 hedge funds and large institutions have $958M invested in Goldman Sachs Equal Weight US Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $909M → $958M (+$48.3M)

1% more funds holding

Funds holding: 151152 (+1)

0.14% more ownership

Funds ownership: 70.98%71.12% (+0.14%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$115M +$7.89M +94,490 +7%
Members Trust
2
Members Trust
Florida
$90.7M +$89.1M +1,066,685 New
Morgan Stanley
3
Morgan Stanley
New York
$61.6M -$1.04M -12,419 -2%
Bank of America
4
Bank of America
North Carolina
$56.1M +$5.57M +66,674 +11%
ACA
5
Aptus Capital Advisors
Alabama
$47.9M +$1.89M +22,694 +4%
CFG
6
CKW Financial Group
Hawaii
$41.2M +$521K +6,242 +1%
GLR
7
Great Lakes Retirement
Ohio
$34.9M +$415K +4,972 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$32.2M +$2.13M +25,561 +7%
OIA
9
OneDigital Investment Advisors
Kansas
$27.3M -$1.39M -16,617 -5%
GWANC
10
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.8M +$776K +9,289 +3%
LPL Financial
11
LPL Financial
California
$25.6M +$8.53M +102,198 +52%
Wells Fargo
12
Wells Fargo
California
$25.5M +$6.8M +81,447 +37%
Ameriprise
13
Ameriprise
Minnesota
$18.3M -$6.8M -81,401 -27%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17.8M +$693K +8,301 +4%
IA
15
IFP Advisors
Florida
$16.7M +$2.96M +35,461 +22%
HI
16
Horizon Investments
North Carolina
$15.7M -$125K -1,498 -0.8%
UBS Group
17
UBS Group
Switzerland
$11.5M -$71K -850 -0.6%
CA
18
CoreCap Advisors
Michigan
$11.1M +$292K +3,496 +3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$11M -$1.36M -16,245 -11%
CAAM
20
Cornerstone Advisors Asset Management
Pennsylvania
$10.9M +$11K +132 +0.1%
QIM
21
Quest Investment Management
Oregon
$10.4M +$260K +3,116 +3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.1M -$1.21M -14,502 -11%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$9.25M +$9.08M +108,816 New
MWM
24
MTC Wealth Management
Florida
$9.14M +$8.97M +107,428 New
Cerity Partners
25
Cerity Partners
New York
$8.08M +$34.5K +413 +0.4%