Gotham Enhanced 500 ETF
GSPY
9 hedge funds and large institutions have $478M invested in Gotham Enhanced 500 ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $412M → $478M (+$66.3M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.02% less ownership
Funds ownership: 97.26% → 97.25% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.1K |
| 3 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$30.6K |
| 4 |
Morgan Stanley
New York
|
+$20.9K |
| 5 |
JP Morgan Chase
New York
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$9.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$794K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$105K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
1
Gotham Asset Management
New York
| $470M | +$49M | +1,620,858 | +12% |
|
|
MIM
2
Miller Investment Management
West Conshohocken,
Pennsylvania
| $3.82M | -$9.16M | -303,057 | -71% |
|
|
BFC
3
Bedel Financial Consulting
Indianapolis,
Indiana
| $1.79M | +$30.6K | +1,012 | +2% |
|
|
RJFSA
4
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $1.45M | -$11.1K | -367 | -0.8% |
|
5
Citadel Advisors
Miami,
Florida
| $594K | +$11.9K | +395 | +2% |
|
|
PPW
6
Pasadena Private Wealth
Pasadena,
California
| $493K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $58.7K | +$39.1K | +1,293 | +228% |
|
|
8
Morgan Stanley
New York
| $21.8K | +$20.9K | +691 | New |
|
|
9
JP Morgan Chase
New York
| $18.9K | +$18.1K | +600 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$794K | -26,719 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$105K | -3,536 | Closed |
|
GSPY Hedge Fund Activity: Q3 2024 in Review
9 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gotham Enhanced 500 ETF (GSPY) for Q3 2024, worth a combined $478M — up 16% from $412M a quarter earlier.
Fund positioning in GSPY was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Gotham Asset Management, adding an estimated $49M. The largest seller was Miller Investment Management, cutting an estimated $9.16M.
- 9 institutional investors held Gotham Enhanced 500 ETF (GSPY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $478M of Gotham Enhanced 500 ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 2 funds opened new Gotham Enhanced 500 ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Gotham Enhanced 500 ETF buyer in Q3 2024 was Gotham Asset Management, an estimated $49M added.
- The largest Gotham Enhanced 500 ETF seller in Q3 2024 was Miller Investment Management, an estimated $9.16M sold.
Based on aggregated 13F filings for Q3 2024.