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Global X Guru Index ETF
GURU

12 hedge funds and large institutions have $1.59M invested in Global X Guru Index ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

3% more capital invested

Capital invested by funds: $1.54M → $1.59M (+$49.1K)

0.3% more ownership

Funds ownership: 3.24% → 3.54% (+0.3%)

20% less funds holding

Funds holding: 15 → 12 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$56.7K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$47.6K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$38

Top Sellers

Rank Fund Capital Flow
1
MIM
Macroview Investment Management
Maryland
-$4.56K
2
Bank of America
Bank of America
North Carolina
-$4.52K
3
CIAS
Capital Investment Advisory Services
North Carolina
-$3.71K
4
IRC
Investors Research Corp
Georgia
-$74
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$37
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$725K +$56.7K +1,504 +8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$299K +$47.6K +1,262 +18%
PAG
3
Private Advisor Group
New Jersey
$250K – – –
Wells Fargo
4
Wells Fargo
California
$246K – – –
SWA
5
SOA Wealth Advisors
New York
$29K – – –
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K – – –
PA
7
Parallel Advisors
California
$15.3K – – –
Osaic Holdings
8
Osaic Holdings
Arizona
$7.24K – – –
JP Morgan Chase
9
JP Morgan Chase
New York
$435 – – –
Bank of America
10
Bank of America
North Carolina
$109 -$4.52K -120 -98%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$36 +$38 +1 New
MIM
12
Macroview Investment Management
Maryland
– -$4.56K -123 Closed
CIAS
13
Capital Investment Advisory Services
North Carolina
– -$3.71K -100 Closed
IRC
14
Investors Research Corp
Georgia
– -$74 -2 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
– -$37 -1 Closed

GURU Hedge Fund Activity: Q3 2023 in Review

12 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q3 2023, worth a combined $1.59M — up 3.2% from $1.54M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GURU and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Morgan Stanley, adding an estimated $56.7K. The largest seller was Macroview Investment Management, exiting entirely with an estimated $4.56K sold.

  • 12 institutional investors held Global X Guru Index ETF (GURU) as of Q3 2023, down from 15 in Q2 2023.
  • Funds reported $1.59M of Global X Guru Index ETF stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 1 fund opened new Global X Guru Index ETF positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Global X Guru Index ETF buyer in Q3 2023 was Morgan Stanley, an estimated $56.7K added.
  • The largest Global X Guru Index ETF seller in Q3 2023 was Macroview Investment Management, an estimated $4.56K sold.

Based on aggregated 13F filings for Q3 2023.