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Goldman Sachs ActiveBeta US Large Cap Equity ETF

84 hedge funds and large institutions have $967M invested in Goldman Sachs ActiveBeta US Large Cap Equity ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

42% more funds holding

Funds holding: 5984 (+25)

17% more capital invested

Capital invested by funds: $830M → $967M (+$137M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.34% less ownership

Funds ownership: 70.56%70.22% (-0.34%)

Holders
84
Holders Change
+25
Holders Change %
+42.37%
% of All Funds
2.1%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
30
Increased
31
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$210M
RIG
2
RiverFront Investment Group
Virginia
$130M -$7.95M -182,146 -6%
Morgan Stanley
3
Morgan Stanley
New York
$121M +$39.2M +897,809 +49%
Bank of America
4
Bank of America
North Carolina
$72.4M +$19.6M +448,743 +38%
RJA
5
Raymond James & Associates
Florida
$40.3M -$2.14M -48,988 -5%
CAN
6
Cetera Advisor Networks
California
$35.9M -$4.94M -113,150 -12%
UBS Group
7
UBS Group
Switzerland
$35.3M -$1.05M -23,933 -3%
SMA
8
Simply Money Advisors
Ohio
$34.3M +$17.7M +406,222 +111%
LWA
9
Lenox Wealth Advisors
New York
$25.2M -$1.13M -25,837 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$23.8M +$12.1M +276,663 +106%
LPL Financial
11
LPL Financial
California
$21.8M +$3.21M +73,481 +18%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$16.5M +$16M +366,658 New
CC
13
Callan Capital
California
$15M +$5.11K +117 +0%
Wells Fargo
14
Wells Fargo
California
$14.7M +$3.56M +81,577 +33%
GI
15
Gradient Investments
Minnesota
$14.3M +$509K +11,646 +4%
Goldman Sachs
16
Goldman Sachs
New York
$13.7M +$1.78M +40,719 +15%
CFA
17
Carroll Financial Associates
North Carolina
$11.1M -$1.12M -25,551 -9%
FMP
18
Financial Management Professionals
Texas
$9.7M -$83.7K -1,917 -0.9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.8M +$8.67M +198,487 New
AG
20
Advisor Group
Arizona
$8.34M +$736K +16,852 +10%
BTS
21
BB&T Securities
Virginia
$7.71M
FCM
22
Flinton Capital Management
Pennsylvania
$7.52M +$7.4M +169,490 New
RCM
23
Riverhead Capital Management
Delaware
$7.37M +$7.26M +166,221 New
TAM
24
Tyers Asset Management
Texas
$6.19M +$6.09M +139,580 New
NA
25
Neuburgh Advisers
California
$4.87M +$4.79M +109,670 New

GSLC Hedge Fund Activity: Q4 2016 in Review

84 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) for Q4 2016, worth a combined $967M — up 17% from $830M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GSLC positions and 5 closed out — a net gain of 25 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.2M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $28.4M sold.

  • 84 institutional investors held Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $967M of Goldman Sachs ActiveBeta US Large Cap Equity ETF stock for Q4 2016, up 17% quarter-over-quarter.
  • 30 funds opened new Goldman Sachs ActiveBeta US Large Cap Equity ETF positions in Q4 2016 and 5 closed out, a net change of +25 holders.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF buyer in Q4 2016 was Morgan Stanley, an estimated $39.2M added.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF seller in Q4 2016 was Freedom Investment Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2016.