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Global X Guru Index ETF
GURU

14 hedge funds and large institutions have $78.6M invested in Global X Guru Index ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

180% more funds holding

Funds holding: 5 → 14 (+9)

111% more capital invested

Capital invested by funds: $37.2M → $78.6M (+$41.4M)

17.6% less ownership

Funds ownership: 70.34% → 52.74% (-18%)

Holders
14
Holders Change
+9
Holders Change %
+180%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Brinker Capital
Pennsylvania
+$19.7M
2
Morgan Stanley
Morgan Stanley
New York
+$6.6M
3
GML
Gems Management Ltd
Bahamas
+$5.97M
4
CWM
Concert Wealth Management
California
+$1.85M
5
Bank of America
Bank of America
North Carolina
+$984K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.4M +$6.6M +299,044 +20%
BC
2
Brinker Capital
Pennsylvania
$20.3M +$19.7M +892,954 New
GML
3
Gems Management Ltd
Bahamas
$6.15M +$5.97M +270,718 New
LPL Financial
4
LPL Financial
California
$5.17M +$300K +13,577 +7%
Bank of America
5
Bank of America
North Carolina
$2.13M +$984K +44,587 +90%
CWM
6
Concert Wealth Management
California
$1.9M +$1.85M +83,704 New
VKH
7
Virtu KCG Holdings
New York
$827K +$803K +36,395 New
AIG
8
American International Group
New York
$490K +$201K +9,125 +73%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$145K +$141K +6,389 New
MFS
10
MSI Financial Services
Massachusetts
$98K +$95.2K +4,315 New
US Bancorp
11
US Bancorp
Minnesota
$7K +$6.93K +314 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$6K +$6.16K +279 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3K +$3.15K +143 New
WF
14
WealthTrust Fairport
Ohio
$2K +$2.27K +103 New
Creative Planning
15
Creative Planning
Kansas
– -$19K -910 Closed

GURU Hedge Fund Activity: Q3 2013 in Review

14 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q3 2013, worth a combined $78.6M — up 111% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GURU positions and 1 closed out — a net gain of 9 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $19.7M. The largest seller was Creative Planning, exiting entirely with an estimated $19K sold.

  • 14 institutional investors held Global X Guru Index ETF (GURU) as of Q3 2013, up from 5 in Q2 2013.
  • Funds reported $78.6M of Global X Guru Index ETF stock for Q3 2013, up 111% quarter-over-quarter.
  • 10 funds opened new Global X Guru Index ETF positions in Q3 2013 and 1 closed out, a net change of +9 holders.
  • The largest Global X Guru Index ETF buyer in Q3 2013 was Brinker Capital, an estimated $19.7M added.
  • The largest Global X Guru Index ETF seller in Q3 2013 was Creative Planning, an estimated $19K sold.

Based on aggregated 13F filings for Q3 2013.