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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
Wells Fargo
1
Wells Fargo
California
$2.75B -$5.56M -63,292 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$970M +$451M +5,138,727 +99%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$955M -$21.3M -242,099 -2%
SEIA
4
Signature Estate & Investment Advisors
California
$476M +$24.5M +278,369 +6%
Goldman Sachs
5
Goldman Sachs
New York
$468M -$368M -4,186,909 -46%
Betterment LLC
6
Betterment LLC
New York
$340M +$20.2M +230,349 +7%
Bank of America
7
Bank of America
North Carolina
$326M +$14.6M +166,509 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$295M -$1.9M -21,588 -0.7%
LPL Financial
9
LPL Financial
California
$236M +$3M +34,190 +1%
RIG
10
RiverFront Investment Group
Virginia
$208M +$2.32M +26,440 +1%
SWM
11
SigFig Wealth Management
California
$187M -$8.7K -99 -0%
GT
12
Glenview Trust
Kentucky
$123M -$2.14M -24,310 -2%
CA
13
Cetera Advisors
Colorado
$119M +$2.23M +25,327 +2%
RJA
14
Raymond James & Associates
Florida
$106M -$6.47M -73,666 -6%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$88.5M +$147K +1,676 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$84.2M +$7.65M +87,046 +11%
FMP
17
Financial Management Professionals
Texas
$82.2M +$1.89M +21,514 +3%
HPA
18
High Probability Advisors
New York
$80.6M -$2.64M -30,030 -3%
SWA
19
SFMG Wealth Advisors
Texas
$75.9M +$268K +3,053 +0.4%
BCI
20
Brinker Capital Investments
Pennsylvania
$72.9M -$5.56M -63,293 -8%
OPS
21
Orion Portfolio Solutions
Nebraska
$72.9M -$5.56M -63,293 -8%
UBS Group
22
UBS Group
Switzerland
$70.4M -$5.57M -63,403 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69.4M -$1.1M -12,544 -2%
OIA
24
OneDigital Investment Advisors
Kansas
$69.3M -$357K -4,069 -0.5%
WP
25
WMS Partners
Maryland
$65.3M +$225K +2,559 +0.4%

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.