Global X Guru Index ETF
GURU
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.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
69% more capital invested
Capital invested by funds: $124M → $210M (+$85.9M)
27% more funds holding
Funds holding: 30 → 38 (+8)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$47M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$15.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.12M |
| 4 |
BPCE
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
+$6.38M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$5.43M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$778K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$656K |
| 4 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$488K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$432K |
GURU Hedge Fund Activity: Q1 2014 in Review
38 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q1 2014, worth a combined $210M — up 69% from $124M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GURU positions and 6 closed out — a net gain of 8 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Fifth Third Bancorp, opening a new position worth an estimated $47M. The largest seller was Pacific Financial Group, cutting an estimated $5.43M.
- 38 institutional investors held Global X Guru Index ETF (GURU) as of Q1 2014, up from 30 in Q4 2013.
- Funds reported $210M of Global X Guru Index ETF stock for Q1 2014, up 69% quarter-over-quarter.
- 14 funds opened new Global X Guru Index ETF positions in Q1 2014 and 6 closed out, a net change of +8 holders.
- The largest Global X Guru Index ETF buyer in Q1 2014 was Fifth Third Bancorp, an estimated $47M added.
- The largest Global X Guru Index ETF seller in Q1 2014 was Pacific Financial Group, an estimated $5.43M sold.
Based on aggregated 13F filings for Q1 2014.