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Global X Guru Index ETF
GURU

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
18
Reduced
12
Closed
5
Calls
$937K
Puts
–
Net Calls
+$937K
Net Calls Change
+$937K

Top Buyers

1
EK
Evensky & Katz
Florida
$10M
2
VF
Virtu Financial
New York
$2.52M
3
PFG
Pacific Financial Group
Washington
$1.28M
4
U
UBS
Switzerland
$2.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.9M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.29M
3
BPCE
Bank Pictet & Cie (Europe)
Germany
$762K
4
BC
Brinker Capital
Pennsylvania
$24.6M
5
PI
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M -$8.99M -341,716 -17%
BC
2
Brinker Capital
Pennsylvania
$24.6M -$2.25M -85,542 -8%
NYLIM
3
New York Life Investment Management
New York
$21.9M +$260K +9,893 +1%
PNAA
4
Pictet North America Advisors
Switzerland
$19.7M -$280K -10,646 -1%
EK
5
Evensky & Katz
Florida
$10M +$10M +381,401 New
Bank of America
6
Bank of America
North Carolina
$9.88M -$25.8K -981 -0.3%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$8.29M -$6.48M -246,268 -44%
LPL Financial
8
LPL Financial
California
$6.9M -$225K -8,763 -3%
CCMH
9
Cornerstone Capital Management Holdings
New York
$6.88M +$260K +9,893 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.97M +$1.12M +42,580 +39%
U
11
UBS
Switzerland
$2.85M +$1.13M +43,097 +66%
VF
12
Virtu Financial
New York
$2.52M +$1.82M +69,040 +259%
CWM
13
Concert Wealth Management
California
$2.07M -$34.4K -1,309 -2%
MFS
14
MSI Financial Services
Massachusetts
$1.58M +$224K +8,525 +17%
PFG
15
Pacific Financial Group
Washington
$1.28M +$1.27M +48,131 +12,733%
Jane Street
16
Jane Street
New York
$1.22M +$529K +20,121 +76%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.2M +$16.2K +616 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.17M +$1.13M +42,777 +2,631%
SB
19
Suntrust Banks
Georgia
$849K -$27.4K -1,043 -3%
BPCE
20
Bank Pictet & Cie (Europe)
Germany
$762K -$2.94M -111,771 -79%
RIL
21
Rothschild Investment LLC
Illinois
$710K +$710K +26,964 New
Wells Fargo
22
Wells Fargo
California
$685K +$685K +26,044 New
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$577K +$50K +1,900 +9%
RJA
24
Raymond James & Associates
Florida
$548K +$548K +20,824 New
Citigroup
25
Citigroup
New York
$524K +$41.3K +1,573 +9%
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