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GSWO

Goldman Sachs ActiveBeta World Equity ETF

30 hedge funds and large institutions have $78.7M invested in Goldman Sachs ActiveBeta World Equity ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $62.9M → $78.7M (+$15.8M)

11% more funds holding

Funds holding: 2730 (+3)

1.09% more ownership

Funds ownership: 8.99%10.08% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.2M +$341K +8,244 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M -$308K -7,449 -2%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$5.51M +133,360 +100%
PS
4
Principal Securities
Iowa
$5.4M +$5.11M +123,713 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$4.31M -$72.2K -1,747 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.42M -$412K -9,963 -15%
CAN
7
Cetera Advisor Networks
California
$1.82M -$4.05K -98 -0.2%
Jane Street
8
Jane Street
New York
$1.76M +$372K +8,994 +29%
CA
9
CoreCap Advisors
Michigan
$1.69M +$84.4K +2,041 +6%
AWS
10
Atria Wealth Solutions
New York
$891K -$2.81K -68 -0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$619K -$88.2K -2,134 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$616K -$6.45K -156 -1%
OMC
13
Old Mission Capital
Illinois
$536K +$4.22K +102 +0.8%
FTUS
14
Flow Traders U.S.
New York
$362K +$343K +8,295 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$255K +$83.5K +2,019 +53%
Osaic Holdings
16
Osaic Holdings
Arizona
$229K -$707K -17,110 -77%
IGWM
17
ICA Group Wealth Management
Colorado
$190K +$180K +4,345 New
GRP
18
Global Retirement Partners
California
$96.2K -$13.1K -316 -13%
UBS Group
19
UBS Group
Switzerland
$56.5K +$53.5K +1,294 New
TWC
20
TD Waterhouse Canada
Ontario, Canada
$32.5K -$3.68K -89 -12%
SHIM
21
Stone House Investment Management
Pennsylvania
$29.1K
PP
22
Pacifica Partners
Canada
$22.5K
SPIA
23
Steward Partners Investment Advisory
New York
$15.7K +$14.9K +360 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$13.8K -$5.17K -125 -28%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K +$7.65K +185 +294%

GSWO Hedge Fund Activity: Q4 2023 in Review

30 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs ActiveBeta World Equity ETF (GSWO) for Q4 2023, worth a combined $78.7M — up 25% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GSWO positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.51M. The largest seller was Herold Advisors, exiting entirely with an estimated $918K sold.

  • 30 institutional investors held Goldman Sachs ActiveBeta World Equity ETF (GSWO) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $78.7M of Goldman Sachs ActiveBeta World Equity ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs ActiveBeta World Equity ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs ActiveBeta World Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.51M added.
  • The largest Goldman Sachs ActiveBeta World Equity ETF seller in Q4 2023 was Herold Advisors, an estimated $918K sold.

Based on aggregated 13F filings for Q4 2023.