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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
LA
176
Legacy Advisors
Pennsylvania
$1.74M -$21.7K -247 -1%
HW
177
Hamilton Wealth
California
$1.71M +$636K +7,241 +66%
MFG
178
Merit Financial Group
Georgia
$1.7M -$26.2K -298 -2%
RFC
179
Regions Financial Corp
Alabama
$1.7M +$740K +8,427 +87%
MW
180
Marcum Wealth
Ohio
$1.69M -$92.4K -1,052 -6%
MML Investors Services
181
MML Investors Services
Massachusetts
$1.69M +$119K +1,357 +8%
YIA
182
YHB Investment Advisors
Connecticut
$1.65M -$233K -2,649 -13%
FFP
183
Forbes Financial Planning
Rhode Island
$1.64M +$266K +3,029 +21%
AI
184
Atria Investments
North Carolina
$1.63M -$148K -1,688 -9%
Ameriprise
185
Ameriprise
Minnesota
$1.62M -$229K -2,605 -13%
SRC
186
Shufro Rose & Co
New York
$1.58M
GFG
187
Goldstone Financial Group
Illinois
$1.56M -$184K -2,094 -11%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$1.55M +$1.14K +13 +0.1%
AAG
189
Armstrong Advisory Group
Massachusetts
$1.46M -$9.4K -107 -0.7%
CWM
190
C2C Wealth Management
Arizona
$1.46M
SCM
191
Stonehearth Capital Management
Massachusetts
$1.42M -$40.8K -464 -3%
AA
192
Ancora Advisors
Ohio
$1.42M -$35.8K -408 -3%
LFGH
193
Lee Financial Group Hawaii
Hawaii
$1.36M +$19.1K +217 +2%
HAS
194
HBW Advisory Services
California
$1.32M +$122K +1,385 +11%
USCWA
195
U.S. Capital Wealth Advisors
Texas
$1.3M -$142K -1,619 -10%
JWCA
196
J.W. Cole Advisors
Florida
$1.28M
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$1.28M +$40.4K +460 +4%
GRP
198
Global Retirement Partners
California
$1.26M -$59.7K -679 -5%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$1.25M -$30.7K -350 -3%
Wealthfront Advisers
200
Wealthfront Advisers
California
$1.23M +$101K +1,148 +10%

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.