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Goldman Sachs Access Inflation Protected USD Bond ETF

24 hedge funds and large institutions have $68.5M invested in Goldman Sachs Access Inflation Protected USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

57% more capital invested

Capital invested by funds: $43.5M → $68.5M (+$25M)

50.12% more ownership

Funds ownership: 92.63%142.75% (+50%)

11% less funds holding

Funds holding: 2724 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.8M +$11.7M +203,404 +65%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.6M +$4.33M +75,528 +70%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.82M +$4.63M +80,824 +217%
Morgan Stanley
4
Morgan Stanley
New York
$5.88M +$1.89M +32,924 +48%
Bank of America
5
Bank of America
North Carolina
$3.28M +$1.14M +19,954 +54%
Betterment LLC
6
Betterment LLC
New York
$2.83M +$561K +9,789 +25%
Goldman Sachs
7
Goldman Sachs
New York
$2.01M +$57.2K +999 +3%
Citadel Advisors
8
Citadel Advisors
Florida
$1.6M +$799K +13,945 +101%
FTUS
9
Flow Traders U.S.
New York
$1.05M +$1.04M +18,212 New
GL
10
Graypoint LLC
New York
$699K -$50.7K -885 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$651K +$217K +3,793 +51%
FIM
12
Freedom Investment Management
Connecticut
$597K -$20.6K -360 -3%
William Blair & Company
13
William Blair & Company
Illinois
$585K +$5.96K +104 +1%
SCA
14
Sage Capital Advisors
South Dakota
$575K
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$515K +$281K +4,901 +122%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$462K +$182K +3,170 +66%
OPS
17
Orion Portfolio Solutions
Nebraska
$282K +$280K +4,880 New
GRP
18
Global Retirement Partners
California
$70K +$18.3K +319 +36%
APA
19
American Portfolios Advisors
New York
$65.3K +$64.8K +1,131 New
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$23K -$802 -14 -3%
HI
21
Harbour Investments
Wisconsin
$5K -$115 -2 -2%
NFG
22
Next Financial Group
Texas
$5K +$458 +8 +11%
GEA
23
Glen Eagle Advisors
New Jersey
$1.5K
Jane Street
24
Jane Street
New York
-$2.1M -37,160 Closed
BAM
25
Belpointe Asset Management
Nevada
-$828K -14,626 Closed

GTIP Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) for Q2 2021, worth a combined $68.5M — up 57% from $43.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GTIP and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $11.7M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.

  • 24 institutional investors held Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) as of Q2 2021, down from 27 in Q1 2021.
  • Funds reported $68.5M of Goldman Sachs Access Inflation Protected USD Bond ETF stock for Q2 2021, up 57% quarter-over-quarter.
  • 4 funds opened new Goldman Sachs Access Inflation Protected USD Bond ETF positions in Q2 2021 and 7 closed out, a net change of -3 holders.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF buyer in Q2 2021 was LPL Financial, an estimated $11.7M added.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF seller in Q2 2021 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2021.