Global X Guru Index ETF
GURU
29 hedge funds and large institutions have $7.41M invested in Global X Guru Index ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 15 reducing their positions, and 6 closing their positions.
6% less funds holding
Funds holding: 31 → 29 (-2)
8.09% less ownership
Funds ownership: 21.49% → 13.4% (-8.1%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
51% less capital invested
Capital invested by funds: $15.1M → $7.41M (-$7.73M)
87% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$392K |
| 2 |
TSS
Two Sigma Securities
New York
|
+$200K |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$133K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$53.5K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.81M |
| 3 |
VF
Virtu Financial
New York
|
-$1.44M |
| 4 |
Morgan Stanley
New York
|
-$1.12M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$824K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Envestnet Asset Management
Chicago,
Illinois
| $17K | +$16.8K | +710 | New |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
IWM
28
IHT Wealth Management
Chicago,
Illinois
| $2K | +$2.36K | +100 | New |
|
|
VF
29
Virtu Financial
New York
| – | -$1.44M | -61,118 | Closed |
|
|
NCMW
30
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| – | -$296K | -12,625 | Closed |
|
|
EDRH
31
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$82K | -3,480 | Closed |
|
|
CPIG
32
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$33K | -1,410 | Closed |
|
|
BCI
33
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$20K | -868 | Closed |
|
|
CWM
34
Concert Wealth Management
San Jose,
California
| – | -$18K | -782 | Closed |
|
GURU Hedge Fund Activity: Q4 2016 in Review
29 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2016, worth a combined $7.41M — down 51% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GURU and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 2 added.
The largest buyer was Royal Bank of Canada, adding an estimated $392K. The largest seller was Citadel Advisors, cutting an estimated $2.12M.
- 29 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2016, down from 31 in Q3 2016.
- Funds reported $7.41M of Global X Guru Index ETF stock for Q4 2016, down 51% quarter-over-quarter.
- 4 funds opened new Global X Guru Index ETF positions in Q4 2016 and 6 closed out, a net change of -2 holders.
- The largest Global X Guru Index ETF buyer in Q4 2016 was Royal Bank of Canada, an estimated $392K added.
- The largest Global X Guru Index ETF seller in Q4 2016 was Citadel Advisors, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2016.