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Global X Guru Index ETF

18 hedge funds and large institutions have $3.93M invested in Global X Guru Index ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.08% less ownership

Funds ownership: 7.65%7.57% (-0.08%)

11% less capital invested

Capital invested by funds: $4.4M → $3.93M (-$466K)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$975K -$5.25K -86 -0.5%
LPL Financial
2
LPL Financial
California
$891K -$139K -2,281 -13%
Raymond James Financial
3
Raymond James Financial
Florida
$638K +$112K +1,836 +20%
PAG
4
Private Advisor Group
New Jersey
$422K +$4.46K +73 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$308K -$136K -2,226 -30%
Citadel Advisors
6
Citadel Advisors
Florida
$279K +$88.8K +1,454 +44%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$203K +$17.6K +288 +9%
TAR
8
Trask Adam Roland
$58.1K +$188K +3,075 New
SWA
9
SOA Wealth Advisors
New York
$47.1K
UBS Group
10
UBS Group
Switzerland
$46.8K +$48.6K +796 New
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.4K
William Blair & Company
12
William Blair & Company
Illinois
$13.9K +$14.4K +236 New
Osaic Holdings
13
Osaic Holdings
Arizona
$8.83K
KG
14
Kilter Group
New York
$4.12K
VAI
15
Vanguard Advisers Inc
Pennsylvania
$4K +$4.15K +68 New
CA
16
Clearstead Advisors
Ohio
$3K
Citigroup
17
Citigroup
New York
$59
MSG
18
Main Street Group
Virginia
$59 +$61 +1 New
FEM
19
Fulcrum Equity Management
Texas
-$258K -4,131 Closed
PA
20
Parallel Advisors
California
-$26.4K -423 Closed
Jones Financial Companies
21
Jones Financial Companies
Missouri
-$8.19K -131 Closed
Bank of America
22
Bank of America
North Carolina
-$500 -8 Closed
GPFA
23
Game Plan Financial Advisors
Ohio
-$125 -2 Closed

GURU Hedge Fund Activity: Q1 2026 in Review

18 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q1 2026, worth a combined $3.93M — down 11% from $4.4M a quarter earlier.

Fund positioning in GURU was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $112K. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $258K sold.

  • 18 institutional investors held Global X Guru Index ETF (GURU) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $3.93M of Global X Guru Index ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 5 funds opened new Global X Guru Index ETF positions in Q1 2026 and 5 closed out, a net change of 0 holders.
  • The largest Global X Guru Index ETF buyer in Q1 2026 was Raymond James Financial, an estimated $112K added.
  • The largest Global X Guru Index ETF seller in Q1 2026 was Fulcrum Equity Management, an estimated $258K sold.

Based on aggregated 13F filings for Q1 2026.