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Global X Guru Index ETF

37 hedge funds and large institutions have $183M invested in Global X Guru Index ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% less funds holding

Funds holding: 3837 (-1)

3.48% less ownership

Funds ownership: 40.25%36.77% (-3.5%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

13% less capital invested

Capital invested by funds: $210M → $183M (-$26.8M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
12
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$298K +$17.1K +680 +6%
SI
27
Sprott Inc
Ontario, Canada
$286K +$271K +10,800 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$206K -$13.7K -546 -7%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$202K -$15.1K -600 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$175K +$85.3K +3,395 +105%
AIG
31
American International Group
New York
$140K -$60K -2,387 -31%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$101K +$527 +21 +0.6%
Creative Planning
33
Creative Planning
Kansas
$60K +$3.14K +125 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$43K -$3.77K -150 -8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23K +$21.9K +870 New
Ameriprise
36
Ameriprise
Minnesota
$14K +$2.21K +88 +20%
PFG
37
Pacific Financial Group
Washington
$10K +$8.59K +342 +950%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8K -$7.17M -285,390 -100%
GHF
39
Good Harbor Financial
Illinois
-$1.65M -66,911 Closed
SC
40
Scotia Capital
Ontario, Canada
-$890K -36,060 Closed
OC
41
Oppenheimer & Co
New York
-$843K -34,135 Closed
BPC
42
Banque Pictet & Cie
Switzerland
-$338K -13,700 Closed
Barclays
43
Barclays
United Kingdom
-$76K -3,150 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-$31K -1,249 Closed
US Bancorp
45
US Bancorp
Minnesota
-$8K -314 Closed
CFG
46
CKW Financial Group
Hawaii
-$2K -67 Closed

GURU Hedge Fund Activity: Q2 2014 in Review

37 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q2 2014, worth a combined $183M — down 13% from $210M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GURU and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 12 added.

The largest buyer was New York Life Investment Management, adding an estimated $5.39M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.3M.

  • 37 institutional investors held Global X Guru Index ETF (GURU) as of Q2 2014, down from 38 in Q1 2014.
  • Funds reported $183M of Global X Guru Index ETF stock for Q2 2014, down 13% quarter-over-quarter.
  • 7 funds opened new Global X Guru Index ETF positions in Q2 2014 and 8 closed out, a net change of -1 holder.
  • The largest Global X Guru Index ETF buyer in Q2 2014 was New York Life Investment Management, an estimated $5.39M added.
  • The largest Global X Guru Index ETF seller in Q2 2014 was Fifth Third Bancorp, an estimated $33.3M sold.

Based on aggregated 13F filings for Q2 2014.