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Goldman Sachs Access Ultra Short Bond ETF

91 hedge funds and large institutions have $522M invested in Goldman Sachs Access Ultra Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $460M → $522M (+$62.4M)

5% more funds holding

Funds holding: 8791 (+4)

2.48% more ownership

Funds ownership: 76.87%79.36% (+2.5%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
13
Increased
32
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$78.1M +$14.9M +296,335 +24%
Goldman Sachs
2
Goldman Sachs
New York
$56.8M -$20.9M -414,186 -27%
Morgan Stanley
3
Morgan Stanley
New York
$56.6M +$2.69M +53,318 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$30M -$926K -18,364 -3%
IC
5
Inscription Capital
Texas
$28.1M +$20.1M +398,291 +254%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$24.1M -$949K -18,807 -4%
Wells Fargo
7
Wells Fargo
California
$19.3M -$1.06M -20,996 -5%
AC
8
Avestar Capital
New York
$17.3M -$1.07M -21,179 -6%
TSW
9
Three Seasons Wealth
Utah
$16.6M +$16.6M +328,395 New
PP
10
Patten & Patten
Tennessee
$16.6M +$564K +11,180 +4%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$14.9M +$366K +7,253 +3%
LPL Financial
12
LPL Financial
California
$13.7M +$7.95M +157,606 +140%
MGAM
13
McGowan Group Asset Management
Texas
$13.7M +$13M +258,477 +2,206%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$11.1M +$11.1M +219,977 New
HighTower Advisors
15
HighTower Advisors
Illinois
$9.65M +$1.02M +20,164 +12%
OLVIG
16
Oliver Lagore Vanvalin Investment Group
Michigan
$8.97M +$2.2M +43,552 +33%
AOWM
17
Alpha Omega Wealth Management
Virginia
$8.01M -$176K -3,499 -2%
SRC
18
Sage Rhino Capital
California
$7.47M +$1.24M +24,610 +20%
RJA
19
Raymond James & Associates
Florida
$6.48M +$1.11M +22,054 +21%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$5.66M -$1.03M -20,347 -15%
TIA
21
Tiemann Investment Advisors
California
$5.5M +$270K +5,354 +5%
BA
22
Bristlecone Advisors
Washington
$4.92M +$162K +3,210 +3%
AHC
23
Adell Harriman & Carpenter
Texas
$4.36M -$44.4K -880 -1%
IP
24
Ignite Planners
California
$3.63M +$414K +8,216 +13%
Betterment LLC
25
Betterment LLC
New York
$3.15M +$3.14M +62,292 New

GSST Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Ultra Short Bond ETF (GSST) for Q3 2024, worth a combined $522M — up 14% from $460M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GSST positions and 7 closed out — a net gain of 6 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Inscription Capital, adding an estimated $20.1M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 91 institutional investors held Goldman Sachs Access Ultra Short Bond ETF (GSST) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $522M of Goldman Sachs Access Ultra Short Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs Access Ultra Short Bond ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Goldman Sachs Access Ultra Short Bond ETF buyer in Q3 2024 was Inscription Capital, an estimated $20.1M added.
  • The largest Goldman Sachs Access Ultra Short Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.