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Goldman Sachs ActiveBeta US Large Cap Equity ETF

94 hedge funds and large institutions have $1.05B invested in Goldman Sachs ActiveBeta US Large Cap Equity ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

12% more funds holding

Funds holding: 8494 (+10)

9% more capital invested

Capital invested by funds: $967M → $1.05B (+$86.8M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2.33% less ownership

Funds ownership: 70.22%67.89% (-2.3%)

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.34%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
17
Increased
48
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$221M
RIG
2
RiverFront Investment Group
Virginia
$138M +$250K +5,429 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$129M +$1.03M +22,274 +0.8%
Bank of America
4
Bank of America
North Carolina
$74M -$2.35M -50,886 -3%
RJA
5
Raymond James & Associates
Florida
$41M -$1.45M -31,431 -3%
CAN
6
Cetera Advisor Networks
California
$38.2M +$359K +7,794 +1%
SMA
7
Simply Money Advisors
Ohio
$37.4M +$1.19M +25,859 +3%
UBS Group
8
UBS Group
Switzerland
$27.9M -$9.17M -198,979 -25%
LWA
9
Lenox Wealth Advisors
New York
$27.9M +$1.29M +27,890 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.9M +$799K +17,330 +3%
LPL Financial
11
LPL Financial
California
$20.4M -$2.29M -49,750 -10%
Wells Fargo
12
Wells Fargo
California
$20.3M +$4.67M +101,277 +30%
RWMH
13
Riverpoint Wealth Management Holdings
Illinois
$19.3M +$2.21M +47,855 +13%
Goldman Sachs
14
Goldman Sachs
New York
$17.4M +$2.97M +64,351 +21%
GI
15
Gradient Investments
Minnesota
$15.8M +$671K +14,553 +5%
CC
16
Callan Capital
California
$15.6M -$226K -4,912 -1%
AP
17
Appleton Partners
Massachusetts
$15.1M +$14.9M +323,231 New
CFA
18
Carroll Financial Associates
North Carolina
$11.7M -$8.76K -190 -0.1%
FMP
19
Financial Management Professionals
Texas
$9.69M -$620K -13,455 -6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.4M +$113K +2,449 +1%
AG
21
Advisor Group
Arizona
$8.88M +$85.2K +1,848 +1%
FCM
22
Flinton Capital Management
Pennsylvania
$8.66M +$723K +15,674 +9%
RCM
23
Riverhead Capital Management
Delaware
$8.5M +$713K +15,465 +9%
BTS
24
BB&T Securities
Virginia
$8.46M +$172K +3,735 +2%
Jane Street
25
Jane Street
New York
$7.81M +$3.18M +69,077 +71%

GSLC Hedge Fund Activity: Q1 2017 in Review

94 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) for Q1 2017, worth a combined $1.05B — up 9% from $967M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GSLC positions and 6 closed out — a net gain of 11 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Appleton Partners, opening a new position worth an estimated $14.9M. The largest seller was UBS Group, cutting an estimated $9.17M.

  • 94 institutional investors held Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) as of Q1 2017, up from 84 in Q4 2016.
  • Funds reported $1.05B of Goldman Sachs ActiveBeta US Large Cap Equity ETF stock for Q1 2017, up 9% quarter-over-quarter.
  • 17 funds opened new Goldman Sachs ActiveBeta US Large Cap Equity ETF positions in Q1 2017 and 6 closed out, a net change of +11 holders.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF buyer in Q1 2017 was Appleton Partners, an estimated $14.9M added.
  • The largest Goldman Sachs ActiveBeta US Large Cap Equity ETF seller in Q1 2017 was UBS Group, an estimated $9.17M sold.

Based on aggregated 13F filings for Q1 2017.