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Global X Guru Index ETF

18 hedge funds and large institutions have $4.17M invested in Global X Guru Index ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% less ownership

Funds ownership: 8.56%7.02% (-1.5%)

5% less funds holding

Funds holding: 1918 (-1)

14% less capital invested

Capital invested by funds: $4.84M → $4.17M (-$664K)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$987K +$950K +27,407 New
Morgan Stanley
2
Morgan Stanley
New York
$973K -$81K -2,335 -8%
Wells Fargo
3
Wells Fargo
California
$720K
RJFSA
4
Raymond James Financial Services Advisors
Florida
$391K -$141K -4,062 -27%
PAG
5
Private Advisor Group
New Jersey
$229K -$3.57K -103 -2%
RJA
6
Raymond James & Associates
Florida
$202K +$195K +5,619 New
UBS Group
7
UBS Group
Switzerland
$189K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$154K -$1.28M -36,968 -90%
Bank of America
9
Bank of America
North Carolina
$144K -$2.67K -77 -2%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.4K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$45K
VC
12
Vestor Capital
Illinois
$45K
Citigroup
13
Citigroup
New York
$11K
William Blair & Company
14
William Blair & Company
Illinois
$4K
OPS
15
Orion Portfolio Solutions
Nebraska
$4K +$3.74K +108 New
GWM
16
Geneos Wealth Management
Colorado
$3K
HWM
17
Howard Wealth Management
Connecticut
$3K +$3.47K +100 New
Jane Street
18
Jane Street
New York
-$569K -17,140 Closed
PCG
19
Private Capital Group
Connecticut
-$44K -1,314 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-$25K -763 Closed
BFC
21
Bedel Financial Consulting
Indiana
-$3K -100 Closed
EK
22
Evensky & Katz
Florida
-$2K -62 Closed
IFWM
23
Institute for Wealth Management
Colorado
+$381 +11 New

GURU Hedge Fund Activity: Q4 2019 in Review

18 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2019, worth a combined $4.17M — down 14% from $4.84M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GURU and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 0 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $950K. The largest seller was Royal Bank of Canada, cutting an estimated $1.28M.

  • 18 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2019, down from 19 in Q3 2019.
  • Funds reported $4.17M of Global X Guru Index ETF stock for Q4 2019, down 14% quarter-over-quarter.
  • 5 funds opened new Global X Guru Index ETF positions in Q4 2019 and 6 closed out, a net change of -1 holder.
  • The largest Global X Guru Index ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $950K added.
  • The largest Global X Guru Index ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2019.