Global X Guru Index ETF
GURU
12 hedge funds and large institutions have $2.58M invested in Global X Guru Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
62% more capital invested
Capital invested by funds: $1.59M → $2.58M (+$986K)
1.87% more ownership
Funds ownership: 3.54% → 5.41% (+1.9%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$730K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$197K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$49.5K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$250K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.95K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$109 |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$36 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.61M | +$730K | +19,817 | +99% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $342K | +$8.25K | +224 | +3% |
|
|
PAG
3
Private Advisor Group
Morristown,
New Jersey
| $276K | -$1.95K | -53 | -0.8% |
|
|
4
Citadel Advisors
Miami,
Florida
| $216K | +$197K | +5,345 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $54.3K | +$49.5K | +1,345 | New |
|
|
SWA
6
SOA Wealth Advisors
New York
| $32.3K | – | – | – |
|
|
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $20.2K | – | – | – |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $17.1K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $8.08K | – | – | – |
|
10
JP Morgan Chase
New York
| $485 | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $444 | -$250K | -6,779 | -100% |
|
|
MSG
12
Main Street Group
Glen Allen,
Virginia
| $40 | +$37 | +1 | New |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$109 | -3 | Closed |
|
|
14
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$36 | -1 | Closed |
|
GURU Hedge Fund Activity: Q4 2023 in Review
12 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2023, worth a combined $2.58M — up 62% from $1.59M a quarter earlier.
Fund positioning in GURU was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $730K. The largest seller was Wells Fargo, cutting an estimated $250K.
- 12 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $2.58M of Global X Guru Index ETF stock for Q4 2023, up 62% quarter-over-quarter.
- 3 funds opened new Global X Guru Index ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Global X Guru Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $730K added.
- The largest Global X Guru Index ETF seller in Q4 2023 was Wells Fargo, an estimated $250K sold.
Based on aggregated 13F filings for Q4 2023.