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Global X Guru Index ETF

29 hedge funds and large institutions have $7.41M invested in Global X Guru Index ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 3129 (-2)

8.09% less ownership

Funds ownership: 21.49%13.4% (-8.1%)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

51% less capital invested

Capital invested by funds: $15.1M → $7.41M (-$7.73M)

87% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 15

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.19M -$1.12M -47,488 -49%
SG Americas Securities
2
SG Americas Securities
New York
$947K
Citadel Advisors
3
Citadel Advisors
Florida
$815K -$2.12M -89,557 -73%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$793K +$392K +16,604 +101%
Wells Fargo
5
Wells Fargo
California
$481K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$475K -$1.81M -76,559 -79%
CCP
7
Cardan Capital Partners
Colorado
$403K +$133K +5,648 +51%
Jane Street
8
Jane Street
New York
$321K -$662K -28,016 -68%
VKH
9
Virtu KCG Holdings
New York
$309K -$824K -34,886 -73%
LPL Financial
10
LPL Financial
California
$269K -$106K -4,471 -29%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$210K -$12.7K -536 -6%
TSS
12
Two Sigma Securities
New York
$204K +$200K +8,482 New
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$198K -$47.7K -2,020 -20%
UBS Group
14
UBS Group
Switzerland
$189K -$57.9K -2,448 -24%
IA
15
IFP Advisors
Florida
$127K -$165 -7 -0.1%
Bank of America
16
Bank of America
North Carolina
$104K -$28.5K -1,204 -22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$84K
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$54K +$53.5K +2,265 New
MFS
19
MSI Financial Services
Massachusetts
$38K -$1.75K -74 -5%
AG
20
Advisor Group
Arizona
$38K
KF
21
Krilogy Financial
Missouri
$35K -$20.1K -850 -37%
EK
22
Evensky & Katz
Florida
$34K -$43.5K -1,841 -56%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$25K -$4.68K -198 -16%
NFG
24
Next Financial Group
Texas
$22K
Citigroup
25
Citigroup
New York
$17K

GURU Hedge Fund Activity: Q4 2016 in Review

29 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2016, worth a combined $7.41M — down 51% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GURU and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $392K. The largest seller was Citadel Advisors, cutting an estimated $2.12M.

  • 29 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2016, down from 31 in Q3 2016.
  • Funds reported $7.41M of Global X Guru Index ETF stock for Q4 2016, down 51% quarter-over-quarter.
  • 4 funds opened new Global X Guru Index ETF positions in Q4 2016 and 6 closed out, a net change of -2 holders.
  • The largest Global X Guru Index ETF buyer in Q4 2016 was Royal Bank of Canada, an estimated $392K added.
  • The largest Global X Guru Index ETF seller in Q4 2016 was Citadel Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2016.