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Global X Guru Index ETF

25 hedge funds and large institutions have $6.04M invested in Global X Guru Index ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 2525 (0)

0.29% less ownership

Funds ownership: 11.25%10.97% (-0.29%)

1% less capital invested

Capital invested by funds: $6.1M → $6.04M (-$57.2K)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$1.05M
PAG
2
Private Advisor Group
New Jersey
$947K +$38.5K +1,400 +4%
Jane Street
3
Jane Street
New York
$773K +$117K +4,244 +18%
Morgan Stanley
4
Morgan Stanley
New York
$748K -$361K -13,126 -33%
CCP
5
Cardan Capital Partners
Colorado
$618K +$228K +8,313 +61%
Wells Fargo
6
Wells Fargo
California
$578K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$230K -$249K -9,064 -53%
WP
8
WealthSource Partners
California
$203K +$197K +7,187 New
UBS Group
9
UBS Group
Switzerland
$187K
Bank of America
10
Bank of America
North Carolina
$183K +$129K +4,710 +267%
IA
11
IFP Advisors
Florida
$169K -$3.98K -145 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$100K
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K
AG
14
Advisor Group
Arizona
$45K
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$35K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$30K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$21K -$3.43K -125 -14%
IWM
18
IHT Wealth Management
Illinois
$17K -$87.9K -3,199 -84%
HCA
19
Horan Capital Advisors
Ohio
$14K +$13.7K +500 New
NFG
20
Next Financial Group
Texas
$11K
KF
21
Krilogy Financial
Missouri
$8K -$27.5K -1,000 -77%
Citigroup
22
Citigroup
New York
$8K
GWM
23
Geneos Wealth Management
Colorado
$2K
EK
24
Evensky & Katz
Florida
$1K -$31.7K -1,154 -95%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$180K -6,696 Closed

GURU Hedge Fund Activity: Q3 2017 in Review

25 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q3 2017, worth a combined $6.04M — down 0.94% from $6.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GURU positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $228K. The largest seller was Morgan Stanley, cutting an estimated $361K.

  • 25 institutional investors held Global X Guru Index ETF (GURU) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $6.04M of Global X Guru Index ETF stock for Q3 2017, down 0.94% quarter-over-quarter.
  • 2 funds opened new Global X Guru Index ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest Global X Guru Index ETF buyer in Q3 2017 was Cardan Capital Partners, an estimated $228K added.
  • The largest Global X Guru Index ETF seller in Q3 2017 was Morgan Stanley, an estimated $361K sold.

Based on aggregated 13F filings for Q3 2017.