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Goldman Sachs Access Ultra Short Bond ETF

116 hedge funds and large institutions have $487M invested in Goldman Sachs Access Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+25
Holders Change %
+27.47%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
40
Reduced
33
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72.4M +$16.3M +324,548 +29%
Goldman Sachs
2
Goldman Sachs
New York
$51M -$5.35M -106,574 -9%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$34.6M +$19.8M +394,106 +134%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$1.84M +36,680 +6%
Wells Fargo
5
Wells Fargo
California
$19.9M +$802K +15,979 +4%
ST
6
Spinnaker Trust
Maine
$17.3M +$17.3M +345,399 New
AC
7
Avestar Capital
New York
$16.9M -$408K -8,089 -2%
LPL Financial
8
LPL Financial
California
$16.5M +$2.89M +57,620 +21%
PP
9
Patten & Patten
Tennessee
$16.2M -$329K -6,549 -2%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$13.9M +$2.84M +56,602 +26%
MGAM
11
McGowan Group Asset Management
Texas
$13.7M +$141K +2,817 +1%
TSW
12
Three Seasons Wealth
Utah
$12.2M -$4.38M -86,851 -26%
AWM
13
Axxcess Wealth Management
California
$12.2M +$12.2M +242,727 New
Raymond James Financial
14
Raymond James Financial
Florida
$9.78M +$9.78M +194,712 New
AOWM
15
Alpha Omega Wealth Management
Virginia
$7.58M -$365K -7,267 -5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$7.38M -$70.1M -1,395,465 -90%
SRC
17
Sage Rhino Capital
California
$7.26M -$146K -2,912 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$7.25M -$2.32M -46,283 -24%
OLVIG
19
Oliver Lagore Vanvalin Investment Group
Michigan
$6.2M -$2.7M -53,720 -30%
AHC
20
Adell Harriman & Carpenter
Texas
$5.63M +$1.31M +26,024 +30%
BA
21
Bristlecone Advisors
Washington
$5.62M +$741K +14,751 +15%
TIA
22
Tiemann Investment Advisors
California
$5.58M +$123K +2,456 +2%
PW
23
Potentia Wealth
California
$5.1M +$5.1M +101,546 New
CCP
24
Cassia Capital Partners
North Carolina
$4.84M +$2.52M +50,285 +109%
Betterment LLC
25
Betterment LLC
New York
$3.88M +$747K +14,881 +24%