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Global X Guru Index ETF

26 hedge funds and large institutions have $6.63M invested in Global X Guru Index ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2526 (+1)

0% more capital invested

Capital invested by funds: $6.6M → $6.63M (+$29.1K)

0.58% less ownership

Funds ownership: 11.63%11.05% (-0.58%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.36M +$283K +9,185 +27%
Morgan Stanley
2
Morgan Stanley
New York
$892K -$586 -19 -0.1%
Wells Fargo
3
Wells Fargo
California
$766K +$99.9K +3,237 +15%
Jane Street
4
Jane Street
New York
$759K +$144K +4,650 +24%
RJA
5
Raymond James & Associates
Florida
$700K +$684K +22,155 New
CCP
6
Cardan Capital Partners
Colorado
$547K -$300K -9,708 -36%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$327K +$106K +3,433 +50%
PAG
8
Private Advisor Group
New Jersey
$265K -$168K -5,460 -39%
UBS Group
9
UBS Group
Switzerland
$221K -$27.4K -887 -11%
WP
10
WealthSource Partners
California
$207K +$202K +6,549 New
IA
11
IFP Advisors
Florida
$196K
Bank of America
12
Bank of America
North Carolina
$127K -$6.29K -204 -5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$62K
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1K
PCG
15
Private Capital Group
Connecticut
$41K
SPIA
16
Steward Partners Investment Advisory
New York
$27K +$26.6K +861 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$24K -$15.1K -489 -39%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22K
AG
19
Advisor Group
Arizona
$14K
Citigroup
20
Citigroup
New York
$9K
GWM
21
Geneos Wealth Management
Colorado
$3K
SWM
22
SeaCrest Wealth Management
New York
$3K
EK
23
Evensky & Katz
Florida
$1K
BCWM
24
Bartlett & Co Wealth Management
Ohio
$32 +$31 +1 New
SG Americas Securities
25
SG Americas Securities
New York
-$1.19M -39,915 Closed

GURU Hedge Fund Activity: Q2 2018 in Review

26 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q2 2018, worth a combined $6.63M — up 0.44% from $6.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GURU positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $684K. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.19M sold.

  • 26 institutional investors held Global X Guru Index ETF (GURU) as of Q2 2018, up from 25 in Q1 2018.
  • Funds reported $6.63M of Global X Guru Index ETF stock for Q2 2018, up 0.44% quarter-over-quarter.
  • 5 funds opened new Global X Guru Index ETF positions in Q2 2018 and 4 closed out, a net change of +1 holder.
  • The largest Global X Guru Index ETF buyer in Q2 2018 was Raymond James & Associates, an estimated $684K added.
  • The largest Global X Guru Index ETF seller in Q2 2018 was SG Americas Securities, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.