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Goldman Sachs Hedge Industry VIP ETF

20 hedge funds and large institutions have $42M invested in Goldman Sachs Hedge Industry VIP ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

25% more funds holding

Funds holding: 1620 (+4)

21% more capital invested

Capital invested by funds: $34.7M → $42M (+$7.29M)

3.91% more ownership

Funds ownership: 46.77%50.68% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.41M +$1.11M +20,214 +13%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M +$2.48M +44,955 +35%
AIP
3
Ahrens Investment Partners
Louisiana
$7.12M -$112K -2,033 -2%
LPL Financial
4
LPL Financial
California
$5.69M +$414K +7,501 +8%
UBS Group
5
UBS Group
Switzerland
$2.23M +$644K +11,685 +39%
BA
6
BKS Advisors
Michigan
$2M +$245K +4,450 +14%
SFS
7
Sowell Financial Services
Arkansas
$1.65M +$919K +16,674 +114%
LFAS
8
Level Four Advisory Services
Texas
$1.2M +$589K +10,676 +91%
Goldman Sachs
9
Goldman Sachs
New York
$853K +$8.27K +150 +1%
IWM
10
IHT Wealth Management
Illinois
$809K -$13.4K -243 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$679K +$27.1K +492 +4%
VF
12
Virtu Financial
New York
$372K +$383K +6,950 New
MOS
13
MGO One Seven
Ohio
$262K +$270K +4,900 New
IP
14
Intellectus Partners
California
$221K
CCA
15
Clearwater Capital Advisors
Illinois
$129K +$132K +2,400 New
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$60K +$61.8K +1,120 New
AG
17
Advisor Group
Arizona
$58K +$59.4K +1,078 New
SBL
18
Sargent Bickham Lagudis
Colorado
$22K
IA
19
IFP Advisors
Florida
$20K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$11K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
-$11K -200 Closed

GVIP Hedge Fund Activity: Q1 2018 in Review

20 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Hedge Industry VIP ETF (GVIP) for Q1 2018, worth a combined $42M — up 21% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GVIP positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Ahrens Investment Partners, cutting an estimated $112K.

  • 20 institutional investors held Goldman Sachs Hedge Industry VIP ETF (GVIP) as of Q1 2018, up from 16 in Q4 2017.
  • Funds reported $42M of Goldman Sachs Hedge Industry VIP ETF stock for Q1 2018, up 21% quarter-over-quarter.
  • 5 funds opened new Goldman Sachs Hedge Industry VIP ETF positions in Q1 2018 and 1 closed out, a net change of +4 holders.
  • The largest Goldman Sachs Hedge Industry VIP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $2.48M added.
  • The largest Goldman Sachs Hedge Industry VIP ETF seller in Q1 2018 was Ahrens Investment Partners, an estimated $112K sold.

Based on aggregated 13F filings for Q1 2018.