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Global X Guru Index ETF
GURU

Overview Fund Activity

38 hedge funds and large institutions have $210M invested in Global X Guru Index ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
16
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$46.6M
2
NYLIM
New York Life Investment Management
New York
+$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.05M
4
BPCE
Bank Pictet & Cie (Europe)
Germany
+$6.32M
5
Bank of America
Bank of America
North Carolina
+$5.99M

Top Sellers

1
PFG
Pacific Financial Group
Washington
-$6.05M
2
BRWA
B. Riley Wealth Advisors
Florida
-$778K
3
AWA
Arete Wealth Advisors
Illinois
-$656K
4
PNAA
Pictet North America Advisors
Switzerland
-$483K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M +$3.65M +147,896 +8%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$46.6M +$46.6M +1,887,727 New
BC
3
Brinker Capital
Pennsylvania
$25.1M +$1.13M +45,585 +5%
PNAA
4
Pictet North America Advisors
Switzerland
$19.2M -$483K -19,562 -2%
NYLIM
5
New York Life Investment Management
New York
$15M +$15M +609,408 New
Bank of America
6
Bank of America
North Carolina
$10.4M +$5.99M +242,753 +135%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.05M +$7.05M +285,530 +176,253%
LPL Financial
8
LPL Financial
California
$6.85M +$251K +10,169 +4%
BPCE
9
Bank Pictet & Cie (Europe)
Germany
$6.32M +$6.32M +256,119 New
CCMH
10
Cornerstone Capital Management Holdings
New York
$5.63M +$5.63M +228,101 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.73M -$123K -4,992 -4%
CWM
12
Concert Wealth Management
California
$2.15M -$18.6K -760 -0.9%
GHF
13
Good Harbor Financial
Illinois
$1.65M +$17.6K +711 +1%
U
14
UBS
Switzerland
$1.38M +$536K +21,708 +64%
PI
15
Placemark Investments
Illinois
$1.15M +$1.15M +46,598 New
MFS
16
MSI Financial Services
Massachusetts
$1.03M +$693K +28,083 +205%
SC
17
Scotia Capital
Ontario, Canada
$890K +$604K +24,465 +211%
OC
18
Oppenheimer & Co
New York
$843K +$843K +34,135 New
SB
19
Suntrust Banks
Georgia
$797K +$526K +21,310 +194%
VKH
20
Virtu KCG Holdings
New York
$722K +$722K +29,257 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$538K +$161K +6,531 +43%
HNB
22
Huntington National Bank
Ohio
$522K – – –
Citigroup
23
Citigroup
New York
$465K +$291K +11,769 +167%
BPC
24
Banque Pictet & Cie
Switzerland
$338K +$338K +13,700 New
SAM
25
Silvercrest Asset Management
New York
$306K +$306K +12,385 New
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