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Goldman Sachs Access Inflation Protected USD Bond ETF

36 hedge funds and large institutions have $65.4M invested in Goldman Sachs Access Inflation Protected USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

13% more funds holding

Funds holding: 3236 (+4)

2.13% more ownership

Funds ownership: 64.74%66.87% (+2.1%)

3% less capital invested

Capital invested by funds: $67.4M → $65.4M (-$1.92M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.6M -$168K -3,515 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.83M -$73.6K -1,545 -1%
RJA
3
Raymond James & Associates
Florida
$7.47M -$6.06M -127,065 -45%
Morgan Stanley
4
Morgan Stanley
New York
$6.73M +$3.11M +65,262 +90%
Betterment LLC
5
Betterment LLC
New York
$4.7M +$73.7K +1,546 +2%
PS
6
Principal Securities
Iowa
$2.68M +$2.61M +54,708 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.61M -$627K -13,166 -20%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$2.43M -$47.7K -1,000 -2%
Bank of America
9
Bank of America
North Carolina
$2.38M -$2M -41,964 -46%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.68M +$1.63M +34,240 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.32M -$172K -3,610 -12%
Citadel Advisors
12
Citadel Advisors
Florida
$1.24M +$496K +10,409 +70%
CAN
13
Cetera Advisor Networks
California
$1.1M +$7.58K +159 +0.7%
CPW
14
Catalyst Private Wealth
California
$956K +$931K +19,529 New
Jane Street
15
Jane Street
New York
$822K -$3.11M -65,248 -80%
FTUS
16
Flow Traders U.S.
New York
$590K +$575K +12,058 New
CA
17
CoreCap Advisors
Michigan
$588K +$6.24K +131 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$495K +$77.6K +1,629 +19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$478K -$95K -1,994 -17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$370K -$4.48K -94 -1%
AWS
21
Atria Wealth Solutions
New York
$356K -$8.48K -178 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$255K -$43.3K -909 -15%
MW
23
Maia Wealth
Colorado
$242K +$235K +4,938 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$203K -$2.05K -43 -1%
AF
25
Allworth Financial
California
$160K -$38.3K -804 -20%

GTIP Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) for Q4 2023, worth a combined $65.4M — down 2.9% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GTIP positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was Raymond James & Associates, cutting an estimated $6.06M.

  • 36 institutional investors held Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $65.4M of Goldman Sachs Access Inflation Protected USD Bond ETF stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 10 funds opened new Goldman Sachs Access Inflation Protected USD Bond ETF positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.11M added.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF seller in Q4 2023 was Raymond James & Associates, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.