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Goldman Sachs Access Ultra Short Bond ETF

82 hedge funds and large institutions have $335M invested in Goldman Sachs Access Ultra Short Bond ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

22% more funds holding

Funds holding: 6782 (+15)

1.16% more ownership

Funds ownership: 63.69%64.85% (+1.2%)

4% more capital invested

Capital invested by funds: $323M → $335M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
20
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$90.5M -$3.3M -66,655 -4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$35.5M +$3.42M +68,950 +11%
Morgan Stanley
3
Morgan Stanley
New York
$29.8M +$4.31M +86,922 +17%
Wells Fargo
4
Wells Fargo
California
$17.2M +$6.25M +126,109 +57%
BA
5
Bristlecone Advisors
Washington
$15.4M -$1.83M -36,871 -11%
CCP
6
Cassia Capital Partners
North Carolina
$13.7M -$648K -13,066 -5%
EWP
7
Engrave Wealth Partners
Texas
$12.9M -$79.7K -1,607 -0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.4M +$12.4M +249,618 New
AOWM
9
Alpha Omega Wealth Management
Virginia
$8.89M +$3.96M +79,837 +80%
KWA
10
KCS Wealth Advisory
California
$8.02M +$2.56M +51,646 +47%
AHC
11
Adell Harriman & Carpenter
Texas
$7.68M -$1.78M -35,985 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.99M -$905K -18,252 -11%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$5.04M -$487K -9,835 -9%
FA
14
Fermata Advisors
California
$4.6M +$4.6M +92,782 New
AP
15
Atwood & Palmer
Missouri
$4.58M +$589K +11,875 +15%
BC
16
Brio Consultants
California
$4.51M -$119K -2,407 -3%
Stifel Financial
17
Stifel Financial
Missouri
$4.16M -$201K -4,055 -5%
HFA
18
Highland Financial Advisors
New Jersey
$3.91M +$3.91M +78,913 New
Jane Street
19
Jane Street
New York
$3.2M +$1.54M +31,020 +93%
LPL Financial
20
LPL Financial
California
$3.17M -$1.79M -36,078 -36%
SI
21
Stephens Inc
Arkansas
$3.06M -$2.87M -57,813 -48%
OIA
22
OneDigital Investment Advisors
Kansas
$2.97M -$24.1K -486 -0.8%
BAWC
23
Boyce & Associates Wealth Consulting
Texas
$2.59M -$219K -4,415 -8%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$2.45M +$1.25M +25,182 +104%
CIC
25
Cutler Investment Counsel
Oregon
$2.06M -$191K -3,853 -9%

GSST Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Ultra Short Bond ETF (GSST) for Q4 2022, worth a combined $335M — up 3.8% from $323M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GSST positions and 7 closed out — a net gain of 17 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.4M. The largest seller was Raymond James & Associates, cutting an estimated $3.73M.

  • 82 institutional investors held Goldman Sachs Access Ultra Short Bond ETF (GSST) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $335M of Goldman Sachs Access Ultra Short Bond ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 24 funds opened new Goldman Sachs Access Ultra Short Bond ETF positions in Q4 2022 and 7 closed out, a net change of +17 holders.
  • The largest Goldman Sachs Access Ultra Short Bond ETF buyer in Q4 2022 was HighTower Advisors, an estimated $12.4M added.
  • The largest Goldman Sachs Access Ultra Short Bond ETF seller in Q4 2022 was Raymond James & Associates, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2022.