We are live on ! Find out more
GURU icon

Global X Guru Index ETF

19 hedge funds and large institutions have $4.84M invested in Global X Guru Index ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

1.23% less ownership

Funds ownership: 9.79%8.56% (-1.2%)

14% less funds holding

Funds holding: 2219 (-3)

18% less capital invested

Capital invested by funds: $5.88M → $4.84M (-$1.04M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.37M +$468K +13,937 +51%
Morgan Stanley
2
Morgan Stanley
New York
$975K -$203K -6,057 -17%
Wells Fargo
3
Wells Fargo
California
$665K -$16.8K -500 -2%
Jane Street
4
Jane Street
New York
$569K +$282K +8,398 +96%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$496K +$92.6K +2,760 +23%
PAG
6
Private Advisor Group
New Jersey
$215K -$667K -19,872 -75%
UBS Group
7
UBS Group
Switzerland
$174K -$20.5K -610 -10%
Bank of America
8
Bank of America
North Carolina
$135K +$2.58K +77 +2%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.1K
PCG
10
Private Capital Group
Connecticut
$44K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$42K +$67 +2 +0.2%
VC
12
Vestor Capital
Illinois
$42K +$42K +1,250 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$25K +$34 +1 +0.1%
Citigroup
14
Citigroup
New York
$10K
BFC
15
Bedel Financial Consulting
Indiana
$3K
GWM
16
Geneos Wealth Management
Colorado
$3K
William Blair & Company
17
William Blair & Company
Illinois
$3K
EK
18
Evensky & Katz
Florida
$2K +$34 +1 +2%
Citadel Advisors
19
Citadel Advisors
Florida
-$329K -9,842 Closed
RJA
20
Raymond James & Associates
Florida
-$235K -7,049 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$235K -7,029 Closed
WP
22
WealthSource Partners
California
-$204K -6,113 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$34 +1 New

GURU Hedge Fund Activity: Q3 2019 in Review

19 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q3 2019, worth a combined $4.84M — down 18% from $5.88M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GURU and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Royal Bank of Canada, adding an estimated $468K. The largest seller was Private Advisor Group, cutting an estimated $667K.

  • 19 institutional investors held Global X Guru Index ETF (GURU) as of Q3 2019, down from 22 in Q2 2019.
  • Funds reported $4.84M of Global X Guru Index ETF stock for Q3 2019, down 18% quarter-over-quarter.
  • 2 funds opened new Global X Guru Index ETF positions in Q3 2019 and 5 closed out, a net change of -3 holders.
  • The largest Global X Guru Index ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $468K added.
  • The largest Global X Guru Index ETF seller in Q3 2019 was Private Advisor Group, an estimated $667K sold.

Based on aggregated 13F filings for Q3 2019.