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Goldman Sachs ActiveBeta US Large Cap Equity ETF

275 hedge funds and large institutions have $8.89B invested in Goldman Sachs ActiveBeta US Large Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

23% more capital invested

Capital invested by funds: $7.26B → $8.89B (+$1.64B)

9% more funds holding

Funds holding: 252275 (+23)

0.19% more ownership

Funds ownership: 88.29%88.48% (+0.19%)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $316K

Holders
275
Holders Change
+23
Holders Change %
+9.13%
% of All Funds
5.55%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.73%
New
36
Increased
118
Reduced
71
Closed
10
Calls
$3K
Puts
$316K
Net Calls
-$313K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
126
Wolf Group Capital Advisors
Virginia
$1.2M -$16.6K -248 -1%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$1.19M +$358K +5,334 +44%
GLA
128
Great Lakes Advisors
Illinois
$1.16M +$1.15M +17,096 New
RWA
129
Ropes Wealth Advisors
Massachusetts
$1.05M
SFSIG
130
San Francisco Sentry Investment Group
California
$1.04M +$47.6K +709 +5%
WS
131
Wedbush Securities
California
$997K +$49.9K +743 +5%
TCWA
132
Ten Capital Wealth Advisors
Washington
$936K +$923K +13,757 New
PAG
133
Private Advisor Group
New Jersey
$919K +$13.6K +203 +2%
IWM
134
IHT Wealth Management
Illinois
$905K +$93.2K +1,389 +12%
NFG
135
Next Financial Group
Texas
$883K +$123K +1,835 +16%
UR
136
USCA RIA
Texas
$879K -$11.5K -171 -1%
LWS
137
Lucia Wealth Services
California
$876K
WA
138
WBH Advisory
Maryland
$864K +$2.68K +40 +0.3%
IFG
139
Investors Financial Group
Minnesota
$861K +$32.1K +478 +4%
AAS
140
Avantax Advisory Services
Texas
$828K +$538K +8,010 +192%
PT
141
Plimoth Trust
Massachusetts
$820K +$2.68K +40 +0.3%
ERIM
142
Eagle Ridge Investment Management
Connecticut
$804K -$29.6K -441 -4%
MOS
143
MGO One Seven
Ohio
$772K +$1.95K +29 +0.3%
VWM
144
Valley Wealth Managers
New Jersey
$755K +$138K +2,058 +23%
TF
145
Tompkins Financial
New York
$749K +$48.5K +723 +7%
MBT
146
Montecito Bank & Trust
California
$720K
WPIC
147
White Pine Investment Company
Michigan
$686K -$57.9K -863 -8%
SFWC
148
Strategic Family Wealth Counselors
New Jersey
$624K +$67 +1 +0%
FAAS
149
First Allied Advisory Services
California
$619K +$14.6K +217 +2%
KAS
150
Kestra Advisory Services
Texas
$608K +$9.46K +141 New

GSLC Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) for Q3 2020, worth a combined $8.89B — up 23% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GSLC positions and 10 closed out — a net gain of 26 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $723M. The largest seller was Lenox Wealth Advisors, cutting an estimated $45M.

  • 275 institutional investors held Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) as of Q3 2020, up from 252 in Q2 2020.
  • Funds reported $8.89B of Goldman Sachs ActiveBeta US Large Cap Equity ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 36 funds opened new Goldman Sachs ActiveBeta US Large Cap Equity ETF positions in Q3 2020 and 10 closed out, a net change of +26 holders.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $723M added.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF seller in Q3 2020 was Lenox Wealth Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2020.