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Goldman Sachs ActiveBeta US Large Cap Equity ETF

447 hedge funds and large institutions have $10.5B invested in Goldman Sachs ActiveBeta US Large Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 115 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 26

14% more capital invested

Capital invested by funds: $9.2B → $10.5B (+$1.31B)

11% more funds holding in top 10

Funds holding in top 10: 4449 (+5)

11% more funds holding

Funds holding: 402447 (+45)

6.03% more ownership

Funds ownership: 85.64%91.67% (+6%)

32% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 169

Holders
447
Holders Change
+45
Holders Change %
+11.19%
% of All Funds
6.52%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.71%
New
74
Increased
115
Reduced
169
Closed
26
Calls
$676K
Puts
Net Calls
+$676K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
101
Novare Capital Management
North Carolina
$9.05M -$190K -2,161 -2%
Citadel Advisors
102
Citadel Advisors
Florida
$8.95M -$3.71M -42,182 -31%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$8.61M -$1.67M -19,049 -17%
MWM
104
Merriman Wealth Management
Washington
$8.48M -$202K -2,302 -2%
FM
105
Family Management
New York
$7.82M -$224K -2,555 -3%
NF
106
Nikulski Financial
Iowa
$7.71M -$97.2K -1,106 -1%
CAM
107
Cozad Asset Management
Illinois
$7.69M +$103K +1,168 +1%
SI
108
Stephens Inc
Arkansas
$7.56M +$14K +159 +0.2%
AT
109
Arvest Trust
Oklahoma
$7.46M -$206K -2,344 -3%
BAWM
110
Bennett Associates Wealth Management
Pennsylvania
$7.24M +$6.78M +77,165 New
SFA
111
Source Financial Advisors
New York
$7.17M -$323K -3,679 -5%
MA
112
Mutual Advisors
Nebraska
$7.03M +$1.38M +15,686 +26%
CW
113
CreativeOne Wealth
Kansas
$6.98M -$1.99M -22,652 -23%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$6.73M +$3.92M +44,659 +165%
WANY
115
Wealthspire Advisors (New York)
New York
$6.55M +$405K +4,607 +7%
PP
116
PFS Partners
New Jersey
$5.7M -$316K -3,594 -6%
AWS
117
Atria Wealth Solutions
New York
$5.44M +$93.6K +1,065 +2%
ACA
118
Ascension Capital Advisors
Texas
$5.29M +$475K +5,405 +11%
CFO
119
CVA Family Office
Colorado
$5.26M -$11.2K -127 -0.2%
CG
120
CFO4Life Group
Texas
$5.08M +$27.7K +315 +0.6%
CPC
121
Consolidated Planning Corp
Georgia
$5.01M -$463K -5,269 -9%
GM
122
GeoWealth Management
Illinois
$5M -$488K -5,559 -9%
EFH
123
Eaton Financial Holdings
Florida
$4.91M +$52.3K +595 +1%
PA
124
PFG Advisors
Arizona
$4.83M -$66.7K -759 -1%
AWE
125
Avidian Wealth Enterprises
Texas
$4.72M +$112K +1,270 +3%

GSLC Hedge Fund Activity: Q4 2023 in Review

447 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) for Q4 2023, worth a combined $10.5B — up 14% from $9.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new GSLC positions and 26 closed out — a net gain of 48 holders — while 115 added to existing stakes and 169 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $451M. The largest seller was Goldman Sachs, cutting an estimated $368M.

  • 447 institutional investors held Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $10.5B of Goldman Sachs ActiveBeta US Large Cap Equity ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 74 funds opened new Goldman Sachs ActiveBeta US Large Cap Equity ETF positions in Q4 2023 and 26 closed out, a net change of +48 holders.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $451M added.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF seller in Q4 2023 was Goldman Sachs, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2023.