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Goldman Sachs MarketBeta US Equity ETF

50 hedge funds and large institutions have $1.75B invested in Goldman Sachs MarketBeta US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

60% more capital invested

Capital invested by funds: $1.1B → $1.75B (+$656M)

16% more funds holding

Funds holding: 4350 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.33% less ownership

Funds ownership: 102.76%100.42% (-2.3%)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
13
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$1.4M +$40.9K +668 +3%
GRP
27
Global Retirement Partners
California
$1.04M -$125K -2,044 -11%
PWM
28
Perigon Wealth Management
California
$938K -$612 -10 -0.1%
PAG
29
Private Advisor Group
New Jersey
$896K +$103K +1,689 +14%
WFAG
30
Worth Financial Advisory Group
North Carolina
$792K +$120K +1,968 +19%
PIA
31
Perennial Investment Advisors
California
$751K +$489 +8 +0.1%
AF
32
Allworth Financial
California
$701K -$147K -2,402 -18%
LWA
33
Lantern Wealth Advisors
New York
$503K +$471K +7,703 New
LNC
34
Lincoln National Corp
Pennsylvania
$467K +$437K +7,153 New
AFP
35
Ausdal Financial Partners
Iowa
$432K +$21.5K +351 +6%
HA
36
Herold Advisors
New York
$379K -$11.3M -184,441 -97%
SHIM
37
Stone House Investment Management
Pennsylvania
$317K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$1.85M -30,307 -88%
RIM
39
Redwood Investment Management
Arizona
$252K -$61.5K -1,006 -21%
SAS
40
SMI Advisory Services
Indiana
$222K
SPIA
41
Steward Partners Investment Advisory
New York
$189K +$177K +2,894 New
Bank of America
42
Bank of America
North Carolina
$120K -$74.2K -1,213 -40%
Comerica Bank
43
Comerica Bank
Texas
$87.3K -$8.07K -132 -9%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$40.3K +$34.5K +564 +1,085%
HI
45
Harbour Investments
Wisconsin
$33.3K
FFA
46
Farther Finance Advisors
California
$25.6K
Wells Fargo
47
Wells Fargo
California
$11.5K +$10.8K +176 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$1.24K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$1.2K +$1.1K +18 New
BC
50
Bartlett & Co
Ohio
$1K +$1.1K +18 New

GSUS Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MarketBeta US Equity ETF (GSUS) for Q4 2023, worth a combined $1.75B — up 60% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GSUS positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $413M. The largest seller was Herold Advisors, cutting an estimated $11.3M.

  • 50 institutional investors held Goldman Sachs MarketBeta US Equity ETF (GSUS) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $1.75B of Goldman Sachs MarketBeta US Equity ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs MarketBeta US Equity ETF positions in Q4 2023 and 2 closed out, a net change of +7 holders.
  • The largest Goldman Sachs MarketBeta US Equity ETF buyer in Q4 2023 was Goldman Sachs, an estimated $413M added.
  • The largest Goldman Sachs MarketBeta US Equity ETF seller in Q4 2023 was Herold Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2023.