Global X Guru Index ETF
GURU
12 hedge funds and large institutions have $1.82M invested in Global X Guru Index ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.19% less ownership
Funds ownership: 5.41% → 4.22% (-1.2%)
29% less capital invested
Capital invested by funds: $2.58M → $1.82M (-$759K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$331 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$824K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$53.6K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.1K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.21K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $867K | -$824K | -19,917 | -50% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $339K | -$28.1K | -679 | -8% |
|
|
PAG
3
Private Advisor Group
Morristown,
New Jersey
| $292K | -$5.21K | -126 | -2% |
|
|
4
Citadel Advisors
Miami,
Florida
| $231K | -$1.24K | -30 | -0.6% |
|
|
SWA
5
SOA Wealth Advisors
New York
| $34.8K | – | – | – |
|
|
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $21.8K | – | – | – |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $18.4K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $8.71K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.09K | -$53.6K | -1,297 | -96% |
|
10
JP Morgan Chase
New York
| $522 | – | – | – |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| $348 | +$331 | +8 | New |
|
|
MSG
12
Main Street Group
Glen Allen,
Virginia
| $43 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| – | -$444 | -11 | Closed |
|
GURU Hedge Fund Activity: Q1 2024 in Review
12 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q1 2024, worth a combined $1.82M — down 29% from $2.58M a quarter earlier.
Fund positioning in GURU was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 5 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $331. The largest seller was Morgan Stanley, cutting an estimated $824K.
- 12 institutional investors held Global X Guru Index ETF (GURU) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $1.82M of Global X Guru Index ETF stock for Q1 2024, down 29% quarter-over-quarter.
- 1 fund opened new Global X Guru Index ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Global X Guru Index ETF buyer in Q1 2024 was Fidelity Investments, an estimated $331 added.
- The largest Global X Guru Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $824K sold.
Based on aggregated 13F filings for Q1 2024.