Goldman Sachs MarketBeta US Equity ETF
GSUS
36 hedge funds and large institutions have $686M invested in Goldman Sachs MarketBeta US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
32% more capital invested
Capital invested by funds: $519M → $686M (+$167M)
29% more funds holding
Funds holding: 28 → 36 (+8)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
4,164.51% less ownership
Funds ownership: 4,256.29% → 91.79% (-4,165%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$79.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.5M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.4M |
| 4 |
Morgan Stanley
New York
|
+$12.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$47.2M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$2.35M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$189K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$185K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$92.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
26
Perigon Wealth Management
San Francisco,
California
| $390K | +$393K | +7,511 | New |
|
|
IWC
27
Integrated Wealth Concepts
Waltham,
Massachusetts
| $256K | +$258K | +4,939 | New |
|
|
AFP
28
Ausdal Financial Partners
Davenport,
Iowa
| $236K | +$13.4K | +256 | +6% |
|
|
WFAG
29
Worth Financial Advisory Group
Charlotte,
North Carolina
| $217K | +$219K | +4,177 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $125K | -$92.3K | -1,763 | -42% |
|
|
PTC
31
Private Trust Company
Cleveland,
Ohio
| $66K | -$185K | -3,532 | -74% |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $32.5K | – | – | – |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $25K | +$73.1K | +1,397 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$17.1K | +326 | New |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.58K | +$3.61K | +69 | New |
|
|
BBPWM
36
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $986 | – | – | – |
|
37
UBS Group
Zurich,
Switzerland
| – | -$79K | -1,611 | Closed |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$28K | -568 | Closed |
|
GSUS Hedge Fund Activity: Q4 2022 in Review
36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MarketBeta US Equity ETF (GSUS) for Q4 2022, worth a combined $686M — up 32% from $519M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GSUS positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $79.6M. The largest seller was Goldman Sachs, cutting an estimated $47.2M.
- 36 institutional investors held Goldman Sachs MarketBeta US Equity ETF (GSUS) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $686M of Goldman Sachs MarketBeta US Equity ETF stock for Q4 2022, up 32% quarter-over-quarter.
- 12 funds opened new Goldman Sachs MarketBeta US Equity ETF positions in Q4 2022 and 3 closed out, a net change of +9 holders.
- The largest Goldman Sachs MarketBeta US Equity ETF buyer in Q4 2022 was LPL Financial, an estimated $79.6M added.
- The largest Goldman Sachs MarketBeta US Equity ETF seller in Q4 2022 was Goldman Sachs, an estimated $47.2M sold.
Based on aggregated 13F filings for Q4 2022.