Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Goldman Sachs ETF Tr (GEM)

177 + Investors. Track Smart Money conviction in GEM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — GEM

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added GEM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
177 hedge funds hold GEM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

84 buying62 selling
Last quarter: 84 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 20 → 26 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 25% new
96 out of 177 hedge funds have held GEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 16 → 20 → 26 → 25 new funds/Q
New funds entering each quarter: 16 → 20 → 26 → 25. A growing number of institutions are discovering GEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 30% newcomers

■ 60% veterans ■ 10% 1-2yr ■ 30% new
Entry-cohort mix of 177 holders: 107 (60%) are 2+ year veterans, 17 entered 1–2 years ago, and 53 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
18 of 177 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in GEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GEM

In 2026 Q1, 84 hedge funds were net buyers of GEM (25 opened a new position, 59 added to an existing one), while 62 reduced or exited (47 trimmed, 15 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in GEM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 177.

Hedge Fund Ownership: GEM

How many hedge funds hold GEM — quarterly history vs. share price
Quarterly hedge fund ownership of GEM vs. share price

Market Analysis: GEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GEM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Goldman Sachs ETF Tr (GEM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GEM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
GEM
+24.6%
SPY
+13.9%

GEM outperformed SPY by +10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GEM
+9.0%
SPY
+0.2%

Since the filing became public, GEM outperformed SPY by +8.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: GEM
177 + Investors

Track Smart Money conviction in GEM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 177 167 5.99%
13F Shares 29M 27M 6.74%
Total Value $1.15B $1.12B 2.57%
New Positions 25 26 -1
Increased Positions 59 49 +10
Closed Positions 15 9 +6
Reduced Positions 47 49 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GEM

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Institutional Holders (2026 Q1)

177 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GEM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GEM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SigFig Wealth Management, LLC 4.24% 3,345,899 $144.5M
2 Arvest Bank Trust Division 2.66% 1,134,345 $49.0M
3 Arvest Investments, INC. 2.45% 416,226 $18.0M
4 GFG Capital, LLC 1.96% 142,185 $6.1M
5 Clay Northam Wealth Management, LLC 1.52% 62,517 $2.7M
6 American National Bank & Trust 0.88% 214,293 $9.3M
7 Destiny Wealth Partners, LLC 0.75% 158,594 $6.9M
8 First Foundation Advisors 0.71% 406,680 $17.6M
9 Integrated Wealthcare, LLC 0.58% 15,940 $689K
10 LifePlan Investment Advisors, Inc. 0.49% 29,037 $1.3M
11 Anchor Investment Management, LLC 0.47% 131,190 $5.7M
12 Spinnaker Trust 0.46% 193,440 $8.4M
13 Strategic Financial Services, Inc. 0.46% 222,255 $9.6M
14 Keebeck Wealth Management 0.42% 87,112 $3.8M
15 Prostatis Group LLC 0.34% 30,861 $1.3M
16 Elmwood Wealth Management, Inc. 0.30% 25,050 $1.1M
17 HB Wealth Management, LLC 0.26% 940,014 $40.6M
18 Empirical Asset Management, LLC 0.26% 22,867 $988K
19 Principal Securities, INC. 0.22% 347,331 $15.0M
20 CoreCap Advisors, LLC 0.22% 148,319 $6.4M
21 Elevation Point Wealth Partners, LLC 0.21% 214,105 $9.2M
22 1900 Wealth Management LLC 0.19% 68,385 $3.0M
23 Apella Capital, LLC 0.18% 246,347 $11.9M
24 Morris Financial Concepts, INC. 0.17% 11,387 $492K
25 Mengis Capital Management, Inc. 0.16% 21,665 $936K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Goldman Sachs ETF Tr (GEM)

What does the Smart Money Trend signal show for GEM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added GEM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GEM?

Slight buying edge — 58% buying: Last quarter: 84 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GEM holders?

Elite ownership — 49% AUM from top-100 funds: 18 of 177 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in GEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GEM?

54% of holders stayed for 2+ years: 96 out of 177 hedge funds have held GEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Goldman Sachs ETF Tr (GEM) following the 2026 Q1 hedge fund 13F filings?

As of today, GEM has moved +9.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +8.8%. Since the quarter end (March 31, 2026), GEM has gained +24.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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