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Global X Guru Index ETF

24 hedge funds and large institutions have $5.87M invested in Global X Guru Index ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.68% more ownership

Funds ownership: 9.84%11.51% (+1.7%)

3% less capital invested

Capital invested by funds: $6.08M → $5.87M (-$206K)

8% less funds holding

Funds holding: 2624 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
8
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
$1.69M +$833K +27,828 +84%
Morgan Stanley
2
Morgan Stanley
New York
$863K -$8.05K -269 -0.9%
RJA
3
Raymond James & Associates
Florida
$728K -$22.2K -743 -3%
Wells Fargo
4
Wells Fargo
California
$566K -$4.85K -162 -0.8%
PAG
5
Private Advisor Group
New Jersey
$528K -$44.3K -1,480 -7%
Citadel Advisors
6
Citadel Advisors
Florida
$511K +$300K +10,009 +118%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$358K -$2.19K -73 -0.6%
UBS Group
8
UBS Group
Switzerland
$186K -$4.76K -159 -2%
IA
9
IFP Advisors
Florida
$168K -$449 -15 -0.2%
Bank of America
10
Bank of America
North Carolina
$101K -$11.3K -377 -9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$49K
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K
PCG
13
Private Capital Group
Connecticut
$36K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$21K
NFG
15
Next Financial Group
Texas
$11K
Citigroup
16
Citigroup
New York
$8K
SWM
17
SeaCrest Wealth Management
New York
$3K
GWM
18
Geneos Wealth Management
Colorado
$2K
EK
19
Evensky & Katz
Florida
$1K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K +$1.56K +52 New
BCWM
21
Bartlett & Co Wealth Management
Ohio
$28
CCP
22
Cardan Capital Partners
Colorado
-$225K -6,908 Closed
SPIA
23
Steward Partners Investment Advisory
New York
-$28K -861 Closed
AG
24
Advisor Group
Arizona
-$15K -453 Closed
KF
25
Krilogy Financial
Missouri
-$10K -294 Closed

GURU Hedge Fund Activity: Q4 2018 in Review

24 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2018, worth a combined $5.87M — down 3.4% from $6.08M a quarter earlier.

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

The largest buyer was Susquehanna International Group, adding an estimated $833K. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $225K sold.

  • 24 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2018, down from 26 in Q3 2018.
  • Funds reported $5.87M of Global X Guru Index ETF stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 2 funds opened new Global X Guru Index ETF positions in Q4 2018 and 4 closed out, a net change of -2 holders.
  • The largest Global X Guru Index ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $833K added.
  • The largest Global X Guru Index ETF seller in Q4 2018 was Cardan Capital Partners, an estimated $225K sold.

Based on aggregated 13F filings for Q4 2018.