Global X Guru Index ETF
GURU
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
22% more funds holding
Funds holding: 37 → 45 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.3% less ownership
Funds ownership: 36.77% → 36.47% (-0.3%)
2% less capital invested
Capital invested by funds: $183M → $180M (-$3.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$10.1M |
| 2 |
VF
Virtu Financial
New York
|
+$1.82M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$1.27M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.14M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.02M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$6.5M |
| 3 |
BPCE
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
-$2.95M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$2.26M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$947K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -870 | Closed |
|
GURU Hedge Fund Activity: Q3 2014 in Review
45 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q3 2014, worth a combined $180M — down 2.1% from $183M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GURU positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Evensky & Katz, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $9.02M.
- 45 institutional investors held Global X Guru Index ETF (GURU) as of Q3 2014, up from 37 in Q2 2014.
- Funds reported $180M of Global X Guru Index ETF stock for Q3 2014, down 2.1% quarter-over-quarter.
- 13 funds opened new Global X Guru Index ETF positions in Q3 2014 and 5 closed out, a net change of +8 holders.
- The largest Global X Guru Index ETF buyer in Q3 2014 was Evensky & Katz, an estimated $10.1M added.
- The largest Global X Guru Index ETF seller in Q3 2014 was Morgan Stanley, an estimated $9.02M sold.
Based on aggregated 13F filings for Q3 2014.