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Global X Guru Index ETF
GURU

38 hedge funds and large institutions have $80.2M invested in Global X Guru Index ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8.09% more ownership

Funds ownership: 41.03% → 49.13% (+8.1%)

6% more funds holding

Funds holding: 36 → 38 (+2)

5% more capital invested

Capital invested by funds: $76.5M → $80.2M (+$3.76M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.69M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.66M
3
VF
Virtu Financial
New York
+$936K
4
Jane Street
Jane Street
New York
+$794K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$772K

Top Sellers

Rank Fund Capital Flow
1
EK
Evensky & Katz
Florida
-$865K
2
CCMH
Cornerstone Capital Management Holdings
New York
-$755K
3
NYLIM
New York Life Investment Management
New York
-$755K
4
VKH
Virtu KCG Holdings
New York
-$743K
5
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$114K -$119K -4,987 -50%
Citigroup
27
Citigroup
New York
$99K -$66.6K -2,800 -40%
KF
28
Krilogy Financial
Missouri
$98K -$93.7K -3,935 -48%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$86K +$4.17K +175 +5%
EDRH
30
Edmond de Rothschild Holding
Switzerland
$81K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$29K -$5.31K -223 -15%
CCS
32
Crosspoint Capital Strategies
California
$20K +$17.9K +750 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$17K +$13.1K +550 +275%
SSB
34
Sandy Spring Bank
Maryland
$7K – – –
AIG
35
American International Group
New York
$6K -$8.9K -374 -60%
BCI
36
Brinker Capital Investments
Pennsylvania
$5K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$5K +$4.76K +200 New
BPC
38
Banque Pictet & Cie
Switzerland
– -$481K -20,681 Closed
PNAA
39
Pictet North America Advisors
Switzerland
– -$481K -20,681 Closed
RIA
40
Regal Investment Advisors
Michigan
– -$11K -480 Closed
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
– -$1.21K -46 Closed
1
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GURU Hedge Fund Activity: Q4 2015 in Review

38 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2015, worth a combined $80.2M — up 4.9% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GURU positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.69M. The largest seller was Evensky & Katz, cutting an estimated $865K.

  • 38 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2015, up from 36 in Q3 2015.
  • Funds reported $80.2M of Global X Guru Index ETF stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 6 funds opened new Global X Guru Index ETF positions in Q4 2015 and 4 closed out, a net change of +2 holders.
  • The largest Global X Guru Index ETF buyer in Q4 2015 was LPL Financial, an estimated $4.69M added.
  • The largest Global X Guru Index ETF seller in Q4 2015 was Evensky & Katz, an estimated $865K sold.

Based on aggregated 13F filings for Q4 2015.