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Global X Guru Index ETF

24 hedge funds and large institutions have $5.72M invested in Global X Guru Index ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0.82% less ownership

Funds ownership: 10.97%10.14% (-0.82%)

4% less funds holding

Funds holding: 2524 (-1)

5% less capital invested

Capital invested by funds: $6.04M → $5.72M (-$322K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
4
Closed
3
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
$1.16M +$49.2K +1,704 +5%
Morgan Stanley
2
Morgan Stanley
New York
$823K +$34.2K +1,183 +4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$765K +$509K +17,618 +216%
CCP
4
Cardan Capital Partners
Colorado
$704K +$52.5K +1,819 +8%
Wells Fargo
5
Wells Fargo
California
$624K +$14.4K +500 +2%
PAG
6
Private Advisor Group
New Jersey
$436K -$545K -18,855 -57%
WP
7
WealthSource Partners
California
$214K +$116 +4 +0.1%
UBS Group
8
UBS Group
Switzerland
$197K
IA
9
IFP Advisors
Florida
$184K +$6.07K +210 +4%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$178K +$143K +4,941 +470%
Bank of America
11
Bank of America
North Carolina
$154K -$37.8K -1,309 -20%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$104K
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.7K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$37K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21K -$1.13K -39 -5%
IWM
16
IHT Wealth Management
Illinois
$18K
AG
17
Advisor Group
Arizona
$13K -$32.8K -1,135 -71%
Citigroup
18
Citigroup
New York
$9K
KF
19
Krilogy Financial
Missouri
$9K
SWM
20
SeaCrest Wealth Management
New York
$3K +$2.89K +100 New
GWM
21
Geneos Wealth Management
Colorado
$2K
EK
22
Evensky & Katz
Florida
$1K
PCG
23
Private Capital Group
Connecticut
$39 +$12K +414 New
Jane Street
24
Jane Street
New York
-$773K -27,397 Closed
HCA
25
Horan Capital Advisors
Ohio
-$14K -500 Closed

GURU Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2017, worth a combined $5.72M — down 5.3% from $6.04M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GURU and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $509K. The largest seller was Jane Street, exiting entirely with an estimated $773K sold.

  • 24 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2017, down from 25 in Q3 2017.
  • Funds reported $5.72M of Global X Guru Index ETF stock for Q4 2017, down 5.3% quarter-over-quarter.
  • 2 funds opened new Global X Guru Index ETF positions in Q4 2017 and 3 closed out, a net change of -1 holder.
  • The largest Global X Guru Index ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $509K added.
  • The largest Global X Guru Index ETF seller in Q4 2017 was Jane Street, an estimated $773K sold.

Based on aggregated 13F filings for Q4 2017.