Global X Guru Index ETF
GURU
30 hedge funds and large institutions have $124M invested in Global X Guru Index ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
114% more funds holding
Funds holding: 14 → 30 (+16)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more capital invested
Capital invested by funds: $78.6M → $124M (+$45.7M)
22.02% less ownership
Funds ownership: 52.74% → 30.71% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$5.28M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.8M |
| 3 |
Morgan Stanley
New York
|
+$2.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.06M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$827K |
| 2 |
AIG
American International Group
New York
|
-$366K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6K |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $31K | +$29.1K | +1,200 | New |
|
|
V
27
Veritable
Wilmington,
Delaware
| $19K | +$18.2K | +750 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $8K | – | – | – |
|
|
LWA
29
Lenox Wealth Advisors
New York
| $6K | +$5.23K | +216 | New |
|
30
Envestnet Asset Management
Chicago,
Illinois
| $4K | +$460 | +19 | +13% |
|
|
VKH
31
Virtu KCG Holdings
New York
| – | -$827K | -36,395 | Closed |
|
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -279 | Closed |
|
|
WF
33
WealthTrust Fairport
Cleveland,
Ohio
| – | -$2K | -103 | Closed |
|
GURU Hedge Fund Activity: Q4 2013 in Review
30 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2013, worth a combined $124M — up 58% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GURU positions and 3 closed out — a net gain of 17 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Pacific Financial Group, opening a new position worth an estimated $5.28M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $827K sold.
- 30 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2013, up from 14 in Q3 2013.
- Funds reported $124M of Global X Guru Index ETF stock for Q4 2013, up 58% quarter-over-quarter.
- 20 funds opened new Global X Guru Index ETF positions in Q4 2013 and 3 closed out, a net change of +17 holders.
- The largest Global X Guru Index ETF buyer in Q4 2013 was Pacific Financial Group, an estimated $5.28M added.
- The largest Global X Guru Index ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $827K sold.
Based on aggregated 13F filings for Q4 2013.