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Global X Guru Index ETF
GURU

Overview Fund Activity

48 hedge funds and large institutions have $149M invested in Global X Guru Index ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
10
Reduced
22
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$691K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$46.9M
2
VKH
Virtu KCG Holdings
New York
$844K
3
Citadel Advisors
Citadel Advisors
Florida
$453K
4
WTC
WhitTier Trust Company
Nevada
$356K
5
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$280K

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$6.21M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.44M
4
BC
Brinker Capital
Pennsylvania
$21.2M
5
Bank of America
Bank of America
North Carolina
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.9M +$2.2M +84,100 +5%
BC
2
Brinker Capital
Pennsylvania
$21.2M -$3.26M -124,750 -13%
PNAA
3
Pictet North America Advisors
Switzerland
$19.6M +$22K +842 +0.1%
EK
4
Evensky & Katz
Florida
$9.93M -$38.9K -1,487 -0.4%
Bank of America
5
Bank of America
North Carolina
$7.55M -$2.27M -86,702 -23%
LPL Financial
6
LPL Financial
California
$6.37M -$644K -24,617 -9%
NYLIM
7
New York Life Investment Management
New York
$6.21M -$15.6M -596,472 -72%
CCMH
8
Cornerstone Capital Management Holdings
New York
$6.21M -$629K -24,037 -9%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$4.44M -$3.79M -145,114 -46%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.87M +$2.87M +109,592 New
CWM
11
Concert Wealth Management
California
$2.08M +$24.1K +923 +1%
UBS Group
12
UBS Group
Switzerland
$1.75M +$1.75M +66,837 New
MFS
13
MSI Financial Services
Massachusetts
$1.55M -$20K -763 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.03M -$164K -6,289 -14%
VF
15
Virtu Financial
New York
$1.02M -$1.48M -56,641 -59%
RDM
16
Retirement Design & Management
Connecticut
$1.02M +$1.02M +38,895 New
VKH
17
Virtu KCG Holdings
New York
$844K +$523K +19,986 +163%
Jane Street
18
Jane Street
New York
$688K -$527K -20,148 -43%
RIL
19
Rothschild Investment LLC
Illinois
$684K -$21.4K -817 -3%
BPCE
20
Bank Pictet & Cie (Europe)
Germany
$593K -$164K -6,270 -22%
Citigroup
21
Citigroup
New York
$545K +$24K +919 +5%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$539K -$34.8K -1,331 -6%
RJA
23
Raymond James & Associates
Florida
$538K -$6.33K -242 -1%
Wells Fargo
24
Wells Fargo
California
$537K -$144K -5,514 -21%
Citadel Advisors
25
Citadel Advisors
Florida
$453K +$453K +17,323 New
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