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YHB Investment Advisors Reduces Stake in Goldman Sachs ETF by 7.4%

YHB Investment Advisors Inc. has decreased its holdings in the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) by 7.4% during the second quarter of 2023. According to the firm’s latest 13F filing with the U.S. Securities and Exchange Commission (SEC), YHB now owns 17,085 shares of the ETF after selling 1,373 shares during this period. The value of YHB’s remaining holdings is approximately $2,074,000.

Other institutional investors have also made notable adjustments to their positions in the fund. For example, Blue Bell Private Wealth Management LLC significantly increased its stake in the ETF by 1,607.1% in the first quarter, acquiring an additional 225 shares to bring its total to 239 shares, valued at about $26,000. Similarly, Sunbelt Securities Inc. raised its investment in the ETF by 162.0%, now holding 262 shares worth approximately $29,000 after purchasing an additional 162 shares.

Recent Trends in Goldman Sachs ETF Investments

New entrants to the ETF market include HFM Investment Advisors LLC, which acquired a new position valued at around $36,000, and Register Financial Advisors LLC, which made a stake worth approximately $38,000 during the same quarter. Additionally, Parallel Advisors LLC expanded its holdings by 61.7% in the second quarter, now owning 325 shares valued at $39,000.

The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF has shown a robust performance in the market. On the most recent trading day, shares opened at $129.92. Over the past year, the ETF has experienced a low of $94.88 and a high of $130.39. With a market capitalization of $14.80 billion, the ETF has a price-to-earnings ratio of 24.08 and a beta of 0.98, indicating a level of volatility close to that of the broader market.

The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF is designed to invest primarily in large-cap stocks. It tracks a multifactor index that includes four sub-indexes: value, momentum, quality, and low volatility. Each of these sub-indexes is weighted equally, allowing for a diversified investment approach.

For those interested in tracking further developments in the ETF, HoldingsChannel.com provides access to the latest 13F filings and insider trades related to the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF. Subscribers can receive daily summaries of news and analyst ratings relevant to GSLC and similar financial instruments through MarketBeat.com’s free newsletter.

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