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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
SAG
201
SageView Advisory Group
California
$1.18M -$143K -1,631 -12%
TF
202
Tompkins Financial
New York
$1.13M +$196K +2,227 +23%
ERIM
203
Eagle Ridge Investment Management
Connecticut
$1.13M -$8.79K -100 -0.8%
AWM
204
AE Wealth Management
Kansas
$1.09M +$19.5K +222 +2%
GFA
205
Gallagher Fiduciary Advisors
Illinois
$1.07M -$14.3K -163 -1%
FT
206
Fiduciary Trust
Massachusetts
$1.05M -$119K -1,349 -11%
KPWS
207
Kestra Private Wealth Services
Texas
$1.03M +$529K +6,016 +122%
CFS
208
Commonwealth Financial Services
West Virginia
$1.01M -$5.96M -67,862 -86%
FAB
209
First American Bank
Illinois
$1.01M
WGCA
210
Wolf Group Capital Advisors
Virginia
$1M +$12.7K +144 +1%
PT
211
Plimoth Trust
Massachusetts
$991K -$24.1K -274 -3%
TIA
212
Traphagen Investment Advisors
New Jersey
$991K -$376K -4,276 -29%
SWA
213
Stratos Wealth Advisors
Ohio
$980K -$19.4K -221 -2%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$965K +$904K +10,291 New
MAC
215
Mason & Associates (California)
California
$940K +$22.3K +254 +3%
WN
216
Williams & Novak
California
$927K +$868K +9,882 New
FCP
217
Fidelis Capital Partners
Florida
$895K -$89.3K -1,016 -10%
CWM
218
Congress Wealth Management
Massachusetts
$871K +$5.1K +58 +0.6%
MIM
219
Macroview Investment Management
Maryland
$863K -$21.2K -241 -3%
MPCA
220
Madison Park Capital Advisors
Washington
$830K +$774K +8,814 New
IGWM
221
ICA Group Wealth Management
Colorado
$822K +$26.6K +303 +4%
ARC
222
Advisor Resource Council
Texas
$802K +$751K +8,544 New
MBT
223
Montecito Bank & Trust
California
$783K -$88.7K -1,010 -11%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$767K +$11.7K +133 +2%
ACM
225
Advisors Capital Management
New Jersey
$753K +$41.9K +477 +6%

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.