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Goldman Sachs MarketBeta US Equity ETF

52 hedge funds and large institutions have $1.88B invested in Goldman Sachs MarketBeta US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

7% more capital invested

Capital invested by funds: $1.75B → $1.88B (+$131M)

4% more funds holding

Funds holding: 5052 (+2)

2.15% more ownership

Funds ownership: 100.42%102.58% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
24
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.05B -$39.4M -575,224 -4%
LPL Financial
2
LPL Financial
California
$362M +$26.1M +381,825 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$151M +$2.74M +39,992 +2%
Morgan Stanley
4
Morgan Stanley
New York
$65.2M -$58.1M -849,394 -48%
PS
5
Principal Securities
Iowa
$61M +$3.53M +51,647 +6%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$43.9M +$423K +6,174 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$42.4M +$17.7M +257,894 +77%
CA
8
CoreCap Advisors
Michigan
$23.6M +$2.29M +33,470 +11%
CAN
9
Cetera Advisor Networks
California
$16.5M -$1.98M -28,940 -11%
AWS
10
Atria Wealth Solutions
New York
$8.15M -$578K -8,444 -7%
Citadel Advisors
11
Citadel Advisors
Florida
$7.14M +$6.81M +99,511 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.63M +$244K +3,570 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.4M +$3.4M +49,742 +126%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.15M -$1.23M -17,997 -20%
RSWM
15
Robertson Stephens Wealth Management
California
$3.82M +$3.64M +53,255 New
Osaic Holdings
16
Osaic Holdings
Arizona
$3.22M +$377K +5,513 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.01M -$289K -4,216 -9%
CA
18
Cetera Advisors
Colorado
$2.38M +$511K +7,468 +29%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.21M +$218K +3,181 +12%
NA
20
NewEdge Advisors
Louisiana
$2.14M +$398K +5,813 +24%
IGWM
21
ICA Group Wealth Management
Colorado
$2.09M -$104K -1,521 -5%
RIA
22
Regal Investment Advisors
Michigan
$1.85M +$298K +4,347 +20%
PAG
23
Private Advisor Group
New Jersey
$1.78M +$757K +11,056 +81%
RJA
24
Raymond James & Associates
Florida
$1.75M -$1.78M -25,952 -52%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.64M +$87.8K +1,283 +6%

GSUS Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MarketBeta US Equity ETF (GSUS) for Q1 2024, worth a combined $1.88B — up 7.5% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GSUS positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.1M. The largest seller was Morgan Stanley, cutting an estimated $58.1M.

  • 52 institutional investors held Goldman Sachs MarketBeta US Equity ETF (GSUS) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $1.88B of Goldman Sachs MarketBeta US Equity ETF stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs MarketBeta US Equity ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Goldman Sachs MarketBeta US Equity ETF buyer in Q1 2024 was LPL Financial, an estimated $26.1M added.
  • The largest Goldman Sachs MarketBeta US Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2024.