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Goldman Sachs Future Tech Leaders Equity ETF

25 hedge funds and large institutions have $60.2M invested in Goldman Sachs Future Tech Leaders Equity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

32% more funds holding

Funds holding: 1925 (+6)

22.52% less ownership

Funds ownership: 58.19%35.67% (-23%)

57% less capital invested

Capital invested by funds: $140M → $60.2M (-$79.8M)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
7
Reduced
5
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
$33.2M -$12.4M -496,384 -29%
HWA
2
Heartwood Wealth Advisors
Virginia
$12.8M +$11.5M +460,515 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.37M +$1.97M +79,318 +43%
CCP
4
Cassia Capital Partners
North Carolina
$2.09M +$1.86M +74,885 New
Jane Street
5
Jane Street
New York
$1.44M +$555K +22,295 +76%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$820K +$3.91K +157 +0.5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$468K -$1.2M -48,258 -74%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$342K +$305K +12,257 New
Citadel Advisors
9
Citadel Advisors
Florida
$299K +$267K +10,716 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$263K -$142K -5,697 -38%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$247K +$67.5K +2,713 +44%
RPCONE
12
Retirement Planning Company of New England
Rhode Island
$226K +$201K +8,098 New
Osaic Holdings
13
Osaic Holdings
Arizona
$185K -$3.11K -125 -2%
Comerica Bank
14
Comerica Bank
Texas
$122K +$109K +4,377 New
UBS Group
15
UBS Group
Switzerland
$87.4K +$32.6K +1,309 +72%
Morgan Stanley
16
Morgan Stanley
New York
$60.8K -$97.1M -3,904,218 -100%
HI
17
Harbour Investments
Wisconsin
$38.9K +$16.8K +677 +94%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$36.5K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$30K +$6.37K +256 +31%
HCM
20
Highlander Capital Management
New Jersey
$18.1K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$8.11K
AF
22
Advisornet Financial
Minnesota
$6.97K +$6.22K +250 New
GWS
23
Glassman Wealth Services
Virginia
$6.88K
US Bancorp
24
US Bancorp
Minnesota
$3.34K
ASN
25
Advisory Services Network
Georgia
$1.39K +$1.24K +50 New

GTEK Hedge Fund Activity: Q4 2023 in Review

25 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Future Tech Leaders Equity ETF (GTEK) for Q4 2023, worth a combined $60.2M — down 57% from $140M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GTEK positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $11.5M. The largest seller was Morgan Stanley, cutting an estimated $97.1M.

  • 25 institutional investors held Goldman Sachs Future Tech Leaders Equity ETF (GTEK) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $60.2M of Goldman Sachs Future Tech Leaders Equity ETF stock for Q4 2023, down 57% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Future Tech Leaders Equity ETF positions in Q4 2023 and 2 closed out, a net change of +6 holders.
  • The largest Goldman Sachs Future Tech Leaders Equity ETF buyer in Q4 2023 was Heartwood Wealth Advisors, an estimated $11.5M added.
  • The largest Goldman Sachs Future Tech Leaders Equity ETF seller in Q4 2023 was Morgan Stanley, an estimated $97.1M sold.

Based on aggregated 13F filings for Q4 2023.