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Goldman Sachs MarketBeta US Equity ETF

39 hedge funds and large institutions have $799M invested in Goldman Sachs MarketBeta US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $686M → $799M (+$112M)

8% more funds holding

Funds holding: 3639 (+3)

5.77% more ownership

Funds ownership: 91.79%97.56% (+5.8%)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$325M +$36.9M +679,709 +13%
LPL Financial
2
LPL Financial
California
$223M +$5.8M +106,790 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M +$14.6M +269,653 +14%
Morgan Stanley
4
Morgan Stanley
New York
$44.4M +$4.66M +85,797 +12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.4M +$1.61M +29,548 +9%
CAN
6
Cetera Advisor Networks
California
$14.2M +$1.14M +21,057 +9%
HA
7
Herold Advisors
New York
$9.1M +$8.85M +162,980 New
Osaic Holdings
8
Osaic Holdings
Arizona
$8.11M -$213K -3,925 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.44M +$149K +2,744 +3%
RJA
10
Raymond James & Associates
Florida
$5.36M -$1.03M -18,973 -17%
AWS
11
Atria Wealth Solutions
New York
$4.9M +$896K +16,491 +23%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.06M +$401K +7,387 +11%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$2.3M +$890K +16,378 +66%
CA
14
Cetera Advisors
Colorado
$1.47M +$212K +3,906 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$1.17M +$430K +7,911 +61%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.13M -$1.58M -29,078 -59%
AF
17
Allworth Financial
California
$1.03M -$623K -11,469 -38%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1M +$705K +12,980 +263%
PAG
19
Private Advisor Group
New Jersey
$934K +$909K +16,726 New
OPS
20
Orion Portfolio Solutions
Nebraska
$896K -$635K -11,692 -42%
BCI
21
Brinker Capital Investments
Pennsylvania
$896K +$871K +16,039 New
RIA
22
Regal Investment Advisors
Michigan
$746K +$137K +2,520 +23%
PWM
23
Perigon Wealth Management
California
$702K +$275K +5,057 +67%
GRP
24
Global Retirement Partners
California
$570K +$33.2K +612 +6%
PIA
25
Perennial Investment Advisors
California
$534K +$87.1K +1,604 +20%

GSUS Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MarketBeta US Equity ETF (GSUS) for Q1 2023, worth a combined $799M — up 16% from $686M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GSUS positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.9M. The largest seller was Susquehanna International Group, cutting an estimated $1.58M.

  • 39 institutional investors held Goldman Sachs MarketBeta US Equity ETF (GSUS) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $799M of Goldman Sachs MarketBeta US Equity ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs MarketBeta US Equity ETF positions in Q1 2023 and 5 closed out, a net change of +4 holders.
  • The largest Goldman Sachs MarketBeta US Equity ETF buyer in Q1 2023 was Goldman Sachs, an estimated $36.9M added.
  • The largest Goldman Sachs MarketBeta US Equity ETF seller in Q1 2023 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2023.