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Global X Guru Index ETF

22 hedge funds and large institutions have $5.88M invested in Global X Guru Index ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2022 (+2)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.73% less ownership

Funds ownership: 10.52%9.79% (-0.73%)

3% less capital invested

Capital invested by funds: $6.06M → $5.88M (-$177K)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.18M +$113K +3,476 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$912K +$725K +22,262 +442%
PAG
3
Private Advisor Group
New Jersey
$879K +$6.55K +201 +0.8%
Wells Fargo
4
Wells Fargo
California
$684K
RJFSA
5
Raymond James Financial Services Advisors
Florida
$406K -$41.9K -1,285 -10%
Citadel Advisors
6
Citadel Advisors
Florida
$329K +$5.21K +160 +2%
Jane Street
7
Jane Street
New York
$292K -$47.1K -1,446 -14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$235K -$1.31M -40,338 -85%
RJA
9
Raymond James & Associates
Florida
$235K -$41.7K -1,279 -15%
WP
10
WealthSource Partners
California
$204K +$199K +6,113 New
UBS Group
11
UBS Group
Switzerland
$195K -$28.6K -879 -13%
Bank of America
12
Bank of America
North Carolina
$134K +$10.1K +311 +8%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.4K +$4.07K +125 +7%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$42K -$19.6K -600 -32%
PCG
15
Private Capital Group
Connecticut
$42K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$25K
Citigroup
17
Citigroup
New York
$10K
GWM
18
Geneos Wealth Management
Colorado
$3K
BFC
19
Bedel Financial Consulting
Indiana
$3K +$3.26K +100 New
William Blair & Company
20
William Blair & Company
Illinois
$3K +$3.26K +100 New
EK
21
Evensky & Katz
Florida
$2K
SWM
22
SeaCrest Wealth Management
New York
-$3K -100 Closed

GURU Hedge Fund Activity: Q2 2019 in Review

22 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q2 2019, worth a combined $5.88M — down 2.9% from $6.06M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GURU positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $725K. The largest seller was Susquehanna International Group, cutting an estimated $1.31M.

  • 22 institutional investors held Global X Guru Index ETF (GURU) as of Q2 2019, up from 20 in Q1 2019.
  • Funds reported $5.88M of Global X Guru Index ETF stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 3 funds opened new Global X Guru Index ETF positions in Q2 2019 and 1 closed out, a net change of +2 holders.
  • The largest Global X Guru Index ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $725K added.
  • The largest Global X Guru Index ETF seller in Q2 2019 was Susquehanna International Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2019.