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Goldman Sachs MarketBeta US Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2836 (+8)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

4,164.51% less ownership

Funds ownership: 4,256.29%91.79% (-4,165%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$267M -$47.2M -901,161 -15%
LPL Financial
2
LPL Financial
California
$201M +$79.6M +1,521,568 +65%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$99.3M +$43.5M +831,217 +77%
Morgan Stanley
4
Morgan Stanley
New York
$36.8M +$12.3M +235,732 +50%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M +$16.4M +312,523 +5,504%
CAN
6
Cetera Advisor Networks
California
$12.1M +$12.2M +232,971 New
CA
7
CoreCap Advisors
Michigan
$10.9M +$4.92M +94,055 +81%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.75M +$4.44M +84,824 +132%
RJA
9
Raymond James & Associates
Florida
$5.97M +$6.02M +114,939 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.92M +$2.05M +39,171 +71%
AWS
11
Atria Wealth Solutions
New York
$3.71M +$1.69M +32,218 +83%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.39M +$1.34M +25,630 +65%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.56M +$1.4M +26,737 +118%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.82M -$3.51K -67 -0.2%
AF
15
Allworth Financial
California
$1.56M -$2.35M -44,988 -60%
OPS
16
Orion Portfolio Solutions
Nebraska
$1.44M +$593K +11,337 +69%
IGWM
17
ICA Group Wealth Management
Colorado
$1.44M +$654K +12,495 +82%
Jane Street
18
Jane Street
New York
$1.3M +$1.31M +25,125 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$55.7K +1,064 +4%
CA
20
Cetera Advisors
Colorado
$1.16M +$1.17M +22,402 New
FTUS
21
Flow Traders U.S.
New York
$752K +$758K +14,478 New
Citadel Advisors
22
Citadel Advisors
Florida
$678K -$189K -3,612 -22%
RIA
23
Regal Investment Advisors
Michigan
$563K +$244K +4,663 +75%
GRP
24
Global Retirement Partners
California
$500K
PIA
25
Perennial Investment Advisors
California
$413K +$417K +7,960 New

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.