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Global X Guru Index ETF
GURU

Overview Fund Activity

45 hedge funds and large institutions have $180M invested in Global X Guru Index ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
18
Reduced
12
Closed
5
Calls
$937K
Puts
–
Net Calls
+$937K
Net Calls Change
+$937K

Top Buyers

1
EK
Evensky & Katz
Florida
$10M
2
VF
Virtu Financial
New York
$2.52M
3
PFG
Pacific Financial Group
Washington
$1.28M
4
U
UBS
Switzerland
$2.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.9M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.29M
3
BPCE
Bank Pictet & Cie (Europe)
Germany
$762K
4
BC
Brinker Capital
Pennsylvania
$24.6M
5
PI
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$496K +$108K +4,100 +28%
SG Americas Securities
27
SG Americas Securities
New York
$473K +$473K +17,965 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$364K +$160K +6,076 +78%
VFS
29
VSR Financial Services
Kansas
$346K +$346K +13,150 New
SAM
30
Silvercrest Asset Management
New York
$326K – – –
VKH
31
Virtu KCG Holdings
New York
$323K -$211K -8,029 -40%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$302K +$5.81K +221 +2%
HNB
33
Huntington National Bank
Ohio
$288K -$560K – –
ICAS
34
Investors Capital Advisory Services
Massachusetts
$228K +$27.5K +1,050 +14%
Deutsche Bank
35
Deutsche Bank
Germany
$168K -$5.78K -220 -3%
AIG
36
American International Group
New York
$142K +$2.63K +100 +2%
MHS
37
M Holdings Securities
Oregon
$96K +$96K +3,632 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$92K +$92K +3,532 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$86K -$14.4K -547 -14%
BRWM
40
B. Riley Wealth Management
Tennessee
$58K +$58K +2,215 New
PAG
41
Private Advisor Group
New Jersey
$56K +$56K +2,136 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$23K +$14.9K +560 +185%
Ameriprise
43
Ameriprise
Minnesota
$14K – – –
WA
44
WFG Advisors
Texas
$4K +$4K +136 New
BCI
45
Brinker Capital Investments
Pennsylvania
$4K +$4K +142 New
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$1.21K +$1.21K +46 New
PI
47
Placemark Investments
Illinois
– -$947K -35,755 Closed
BCM
48
Barometer Capital Management
Ontario, Canada
– -$931K -35,200 Closed
SI
49
Sprott Inc
Ontario, Canada
– -$286K -10,800 Closed
Creative Planning
50
Creative Planning
Kansas
– -$60K -2,275 Closed
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