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GSWO

Goldman Sachs ActiveBeta World Equity ETF

44 hedge funds and large institutions have $92M invested in Goldman Sachs ActiveBeta World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1.07% less ownership

Funds ownership: 7.17%6.1% (-1.1%)

10% less capital invested

Capital invested by funds: $102M → $92M (-$10.2M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.9K -$3.02K -53 -3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$74.6K +$19.7K +345 +36%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$37.5K +$4.28K +75 +13%
SWA
29
SOA Wealth Advisors
New York
$26.3K +$114 +2 +0.4%
SPIA
30
Steward Partners Investment Advisory
New York
$20.8K
Bank of America
31
Bank of America
North Carolina
$20.4K +$20.1K +353 New
JP Morgan Chase
32
JP Morgan Chase
New York
$16.9K +$12.9K +226 +342%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$8.66K -$970 -17 -10%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$6.24K +$3.82K +67 +163%
AF
35
Allworth Financial
California
$4.76K
TWC
36
TD Waterhouse Canada
Ontario, Canada
$4.21K -$36.1K -632 -90%
OC
37
Optima Capital
Oregon
$3.35K +$3.31K +58 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2K
AWM
39
AE Wealth Management
Kansas
$1.91K +$1.88K +33 New
UBS Group
40
UBS Group
Switzerland
$1.16K +$1.14K +20 New
TFA
41
Transamerica Financial Advisors
Florida
$992 -$33.2K -581 -97%
HIM
42
Hillsdale Investment Management
Ontario, Canada
$808 +$399 +7 +100%
CWM
43
Copia Wealth Management
Oregon
$462
PUI
44
Purpose Unlimited Inc
$58 +$57 +1 New
PS
45
Principal Securities
Iowa
-$6.39M -112,151 Closed
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
-$3.6M -63,173 Closed
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
-$2.87M -50,335 Closed
KWM
48
Keebeck Wealth Management
Illinois
-$1.35M -23,713 Closed
LIA
49
LifePlan Investment Advisors
North Carolina
-$445K -7,806 Closed
Bank of New York Mellon
50
Bank of New York Mellon
New York
-$427K -7,498 Closed

GSWO Hedge Fund Activity: Q4 2025 in Review

44 of the 8,239 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta World Equity ETF (GSWO) for Q4 2025, worth a combined $92M — down 10% from $102M a quarter earlier.

Fund positioning in GSWO was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 12 added to existing stakes and 16 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $52.1M. The largest seller was LPL Financial, cutting an estimated $30M.

  • 44 institutional investors held Goldman Sachs ActiveBeta World Equity ETF (GSWO) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $92M of Goldman Sachs ActiveBeta World Equity ETF stock for Q4 2025, down 10% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs ActiveBeta World Equity ETF positions in Q4 2025 and 12 closed out, a net change of 0 holders.
  • The largest Goldman Sachs ActiveBeta World Equity ETF buyer in Q4 2025 was Annex Advisory Services, an estimated $52.1M added.
  • The largest Goldman Sachs ActiveBeta World Equity ETF seller in Q4 2025 was LPL Financial, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2025.