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GS ActiveBeta US Small Cap Equity ETF

79 hedge funds and large institutions have $354M invested in GS ActiveBeta US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

11% more funds holding

Funds holding: 7179 (+8)

11% more capital invested

Capital invested by funds: $319M → $354M (+$34.6M)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

214.08% less ownership

Funds ownership: 290.19%76.11% (-214%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
28
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$38.6M -$620K -11,258 -2%
Betterment LLC
2
Betterment LLC
New York
$35.1M +$2.72M +49,451 +9%
ANBT
3
American National Bank & Trust
Texas
$29M -$477K -8,658 -2%
Goldman Sachs
4
Goldman Sachs
New York
$22.3M +$71.1K +1,290 +0.3%
1WM
5
1900 Wealth Management
Texas
$20.4M -$1.19M -21,562 -6%
Bank of America
6
Bank of America
North Carolina
$20.3M +$1.26M +22,944 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20M +$710K +12,882 +4%
RPSA
8
Richard P. Slaughter Associates
Texas
$16.4M -$12.6K -229 -0.1%
FFA
9
First Foundation Advisors
California
$16M +$4.4M +79,778 +41%
HCA
10
Heck Capital Advisors
Wisconsin
$10.8M +$164K +2,976 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.6M +$589K +10,684 +6%
Morgan Stanley
12
Morgan Stanley
New York
$9.42M -$296K -5,365 -3%
GLR
13
Great Lakes Retirement
Ohio
$9.21M -$31.4K -570 -0.4%
RJA
14
Raymond James & Associates
Florida
$8.89M +$628K +11,397 +8%
IA
15
IFP Advisors
Florida
$7.15M +$538K +9,760 +9%
HPA
16
High Probability Advisors
New York
$6.56M +$403K +7,320 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.45M -$1.75M -31,788 -25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.12M +$313K +5,681 +7%
FFN
19
Focus Financial Network
Minnesota
$5.01M +$209K +3,787 +5%
CAN
20
Cetera Advisor Networks
California
$4.69M +$2.23M +40,531 +100%
HZ
21
Hixon Zuercher
Ohio
$4.39M +$333K +6,036 +9%
CA
22
Cetera Advisors
Colorado
$4.35M +$23.4K +425 +0.6%
SFS
23
Strategic Financial Services
New York
$4.12M -$652K -11,833 -15%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.21M +$132K +2,391 +4%
CA
25
CoreCap Advisors
Michigan
$2.54M +$2.42M +43,942 New

GSSC Hedge Fund Activity: Q2 2023 in Review

79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in GS ActiveBeta US Small Cap Equity ETF (GSSC) for Q2 2023, worth a combined $354M — up 11% from $319M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GSSC positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $4.4M. The largest seller was Susquehanna International Group, cutting an estimated $5.09M.

  • 79 institutional investors held GS ActiveBeta US Small Cap Equity ETF (GSSC) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $354M of GS ActiveBeta US Small Cap Equity ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 11 funds opened new GS ActiveBeta US Small Cap Equity ETF positions in Q2 2023 and 3 closed out, a net change of +8 holders.
  • The largest GS ActiveBeta US Small Cap Equity ETF buyer in Q2 2023 was First Foundation Advisors, an estimated $4.4M added.
  • The largest GS ActiveBeta US Small Cap Equity ETF seller in Q2 2023 was Susquehanna International Group, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2023.