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Goldman Sachs Access Inflation Protected USD Bond ETF

38 hedge funds and large institutions have $105M invested in Goldman Sachs Access Inflation Protected USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 3638 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less capital invested

Capital invested by funds: $125M → $105M (-$19.9M)

32.92% less ownership

Funds ownership: 258.3%225.38% (-33%)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.4M -$4.82M -84,553 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.8M -$3.62M -63,520 -22%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.4M +$1.44M +25,282 +16%
Morgan Stanley
4
Morgan Stanley
New York
$7.17M -$851K -14,950 -11%
Jane Street
5
Jane Street
New York
$6.25M -$5.37M -94,283 -46%
Bank of America
6
Bank of America
North Carolina
$5.48M +$1.57M +27,509 +39%
Betterment LLC
7
Betterment LLC
New York
$5.1M +$525K +9,223 +11%
GRP
8
Global Retirement Partners
California
$3.67M +$3.88M +68,102 New
MW
9
Milestone Wealth
New York
$3.25M -$73.2K -1,285 -2%
RJA
10
Raymond James & Associates
Florida
$2.8M +$2.13M +37,465 +306%
FTUS
11
Flow Traders U.S.
New York
$2.43M +$2.46M +43,172 New
SWP
12
Stratos Wealth Partners
Ohio
$1.96M -$11.6M -203,975 -85%
Goldman Sachs
13
Goldman Sachs
New York
$1.58M -$1.02M -17,847 -39%
PFS
14
Prospera Financial Services
Texas
$1.31M -$19.5K -343 -1%
CCFM
15
Clear Creek Financial Management
Washington
$1.2M -$274K -4,806 -18%
AWM
16
AE Wealth Management
Kansas
$836K +$844K +14,826 New
TFA
17
Teamwork Financial Advisors
Texas
$834K +$843K +14,797 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$812K -$236K -4,136 -22%
CA
19
CoreCap Advisors
Michigan
$619K -$13.6K -239 -2%
William Blair & Company
20
William Blair & Company
Illinois
$590K +$6.26K +110 +1%
QCIG
21
Quad-Cities Investment Group
Iowa
$473K +$49.4K +867 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$463K -$122K -2,138 -21%
AWS
23
Atria Wealth Solutions
New York
$459K +$464K +8,148 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$448K -$87.2K -1,531 -16%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$434K +$85K +1,492 +24%

GTIP Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) for Q1 2022, worth a combined $105M — down 16% from $125M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GTIP positions and 7 closed out — a net gain of 3 holders — while 7 added to existing stakes and 17 trimmed.

The largest buyer was Global Retirement Partners, opening a new position worth an estimated $3.88M. The largest seller was Stratos Wealth Partners, cutting an estimated $11.6M.

  • 38 institutional investors held Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $105M of Goldman Sachs Access Inflation Protected USD Bond ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 10 funds opened new Goldman Sachs Access Inflation Protected USD Bond ETF positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF buyer in Q1 2022 was Global Retirement Partners, an estimated $3.88M added.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF seller in Q1 2022 was Stratos Wealth Partners, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2022.