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Goldman Sachs Access Inflation Protected USD Bond ETF

35 hedge funds and large institutions have $77M invested in Goldman Sachs Access Inflation Protected USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more funds holding

Funds holding: 3235 (+3)

6% more capital invested

Capital invested by funds: $72.6M → $77M (+$4.43M)

1.75% more ownership

Funds ownership: 60.97%62.72% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
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
$26M +$649K +13,429 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.3M +$582K +12,042 +5%
Betterment LLC
3
Betterment LLC
New York
$6.29M +$974K +20,141 +18%
Morgan Stanley
4
Morgan Stanley
New York
$4.77M +$91K +1,883 +2%
PS
5
Principal Securities
Iowa
$4.01M +$218K +4,506 +6%
RJA
6
Raymond James & Associates
Florida
$3.99M +$90.3K +1,867 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.5M +$235K +4,868 +7%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$3.37M +$74K +1,530 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.63M +$24.3K +503 +0.9%
Bank of America
10
Bank of America
North Carolina
$2.41M -$265K -5,477 -10%
Goldman Sachs
11
Goldman Sachs
New York
$1.56M +$1.55M +32,105 New
Jane Street
12
Jane Street
New York
$1.32M +$1.32M +27,236 New
CPW
13
Catalyst Private Wealth
California
$1.15M +$470K +9,731 +70%
Citadel Advisors
14
Citadel Advisors
Florida
$974K +$705K +14,592 +266%
AWS
15
Atria Wealth Solutions
New York
$673K -$97 -2 -0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$518K -$6.72K -139 -1%
PWM
17
Perigon Wealth Management
California
$443K +$441K +9,124 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$424K -$3.09K -64 -0.7%
JP Morgan Chase
19
JP Morgan Chase
New York
$373K -$65.9K -1,364 -15%
EH
20
Equitable Holdings
New York
$309K +$308K +6,377 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$246K -$88.9K -1,839 -27%
MW
22
Maia Wealth
Colorado
$239K +$237K +4,899 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$209K +$3.96K +82 +2%
PAG
24
Private Advisor Group
New Jersey
$206K -$20.8K -430 -9%
GRP
25
Global Retirement Partners
California
$52.7K -$11K -227 -17%

GTIP Hedge Fund Activity: Q2 2024 in Review

35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) for Q2 2024, worth a combined $77M — up 6.1% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GTIP positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.55M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $654K sold.

  • 35 institutional investors held Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $77M of Goldman Sachs Access Inflation Protected USD Bond ETF stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 8 funds opened new Goldman Sachs Access Inflation Protected USD Bond ETF positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF buyer in Q2 2024 was Goldman Sachs, an estimated $1.55M added.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF seller in Q2 2024 was CoreCap Advisors, an estimated $654K sold.

Based on aggregated 13F filings for Q2 2024.