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Global X Guru Index ETF

25 hedge funds and large institutions have $6.6M invested in Global X Guru Index ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

15% more capital invested

Capital invested by funds: $5.72M → $6.6M (+$876K)

4% more funds holding

Funds holding: 2425 (+1)

1.49% more ownership

Funds ownership: 10.14%11.63% (+1.5%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
4
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
$1.19M +$24.5K +800 +2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.01M +$247K +8,072 +31%
Morgan Stanley
3
Morgan Stanley
New York
$843K +$16.8K +548 +2%
CCP
4
Cardan Capital Partners
Colorado
$807K +$101K +3,304 +14%
Wells Fargo
5
Wells Fargo
California
$627K
Jane Street
6
Jane Street
New York
$579K +$593K +19,391 New
PAG
7
Private Advisor Group
New Jersey
$414K -$13.4K -440 -3%
UBS Group
8
UBS Group
Switzerland
$235K +$37.9K +1,240 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$207K +$212K +6,928 New
IA
10
IFP Advisors
Florida
$184K
Bank of America
11
Bank of America
North Carolina
$126K -$29K -949 -18%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$106K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$62K -$119K -3,898 -65%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K -$12.2K -400 -19%
PCG
15
Private Capital Group
Connecticut
$39K +$27.5K +900 +217%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$37K +$214 +7 +0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$21K
IWM
18
IHT Wealth Management
Illinois
$18K +$92 +3 +0.5%
AG
19
Advisor Group
Arizona
$14K
Citigroup
20
Citigroup
New York
$9K
KF
21
Krilogy Financial
Missouri
$9K +$61 +2 +0.7%
GWM
22
Geneos Wealth Management
Colorado
$3K
SWM
23
SeaCrest Wealth Management
New York
$3K
EK
24
Evensky & Katz
Florida
$1K
WP
25
WealthSource Partners
California
-$214K -7,191 Closed

GURU Hedge Fund Activity: Q1 2018 in Review

25 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q1 2018, worth a combined $6.6M — up 15% from $5.72M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GURU positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $593K. The largest seller was WealthSource Partners, exiting entirely with an estimated $214K sold.

  • 25 institutional investors held Global X Guru Index ETF (GURU) as of Q1 2018, up from 24 in Q4 2017.
  • Funds reported $6.6M of Global X Guru Index ETF stock for Q1 2018, up 15% quarter-over-quarter.
  • 2 funds opened new Global X Guru Index ETF positions in Q1 2018 and 1 closed out, a net change of +1 holder.
  • The largest Global X Guru Index ETF buyer in Q1 2018 was Jane Street, an estimated $593K added.
  • The largest Global X Guru Index ETF seller in Q1 2018 was WealthSource Partners, an estimated $214K sold.

Based on aggregated 13F filings for Q1 2018.