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Goldman Sachs MarketBeta US Equity ETF

18 hedge funds and large institutions have $602M invested in Goldman Sachs MarketBeta US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,063.99% more ownership

Funds ownership: 2,817.98%3,881.97% (+1,064%)

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

30% more capital invested

Capital invested by funds: $463M → $602M (+$139M)

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$383M +$42.4M +692,990 +13%
LPL Financial
2
LPL Financial
California
$116M +$66.2M +1,081,161 +137%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$49.9M +$30.5M +497,979 +162%
Morgan Stanley
4
Morgan Stanley
New York
$24.9M +$13.6M +222,341 +124%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.67M +$3.6M +58,815 +91%
CA
6
CoreCap Advisors
Michigan
$5.53M +$2.97M +48,594 +120%
MW
7
Milestone Wealth
New York
$4.43M -$80.3K -1,311 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.18M +$1.7M +27,847 +119%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.87M +$1.05M +17,157 +132%
AWS
10
Atria Wealth Solutions
New York
$1.74M +$1.71M +27,949 New
PFGIA
11
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$714K +11,658 +107%
OPS
12
Orion Portfolio Solutions
Nebraska
$890K +$474K +7,739 +117%
IGWM
13
ICA Group Wealth Management
Colorado
$848K +$925K +15,103 New
GRP
14
Global Retirement Partners
California
$354K +$406K +6,629 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$305K +$300K +4,908 New
AFP
16
Ausdal Financial Partners
Iowa
$222K +$219K +3,571 New
Bank of America
17
Bank of America
North Carolina
$7K
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1K +$61 +1 +6%
DIM
19
Delta Investment Management
California
-$2.94M -44,790 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$1.13M -17,121 Closed

GSUS Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MarketBeta US Equity ETF (GSUS) for Q1 2022, worth a combined $602M — up 30% from $463M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GSUS positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $66.2M. The largest seller was Delta Investment Management, exiting entirely with an estimated $2.94M sold.

  • 18 institutional investors held Goldman Sachs MarketBeta US Equity ETF (GSUS) as of Q1 2022, up from 17 in Q4 2021.
  • Funds reported $602M of Goldman Sachs MarketBeta US Equity ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 5 funds opened new Goldman Sachs MarketBeta US Equity ETF positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Goldman Sachs MarketBeta US Equity ETF buyer in Q1 2022 was LPL Financial, an estimated $66.2M added.
  • The largest Goldman Sachs MarketBeta US Equity ETF seller in Q1 2022 was Delta Investment Management, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2022.