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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
Goldman Sachs
1
Goldman Sachs
New York
$988M +$413M +6,748,243 +81%
LPL Financial
2
LPL Financial
California
$305M +$3.82M +62,409 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M -$2.68M -43,885 -2%
Morgan Stanley
4
Morgan Stanley
New York
$115M +$53.7M +878,135 +100%
PS
5
Principal Securities
Iowa
$52.1M +$48.8M +797,625 New
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$39.6M -$520K -8,498 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$21.8M -$4.83M -79,049 -19%
CA
8
CoreCap Advisors
Michigan
$19.3M +$1.23M +20,184 +7%
CAN
9
Cetera Advisor Networks
California
$16.9M +$155K +2,535 +1%
AWS
10
Atria Wealth Solutions
New York
$8M -$131K -2,146 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.86M -$814K -13,312 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.8M -$30.8K -503 -0.6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.68M -$34K -556 -1%
MW
14
Maia Wealth
Colorado
$3.66M +$3.42M +55,978 New
RJA
15
Raymond James & Associates
Florida
$3.29M -$1.93M -31,510 -38%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.02M -$115K -1,878 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.58M -$7.11M -116,312 -75%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.57M -$60.3K -986 -2%
IGWM
19
ICA Group Wealth Management
Colorado
$2M
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.81M +$138K +2,264 +9%
CA
21
Cetera Advisors
Colorado
$1.68M -$80.8K -1,321 -5%
NA
22
NewEdge Advisors
Louisiana
$1.6M +$1.35M +22,032 +1,122%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.48M +$1.38M +22,600 New
BCI
24
Brinker Capital Investments
Pennsylvania
$1.41M -$47.6K -779 -3%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.41M -$47.6K -779 -3%

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.