Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- About
Global X Guru Index ETF (GURU)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/05/2025: GURU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 51.66% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 41.21 - 53.90 | Updated Date 06/29/2025 |
52 Weeks Range 41.21 - 53.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Guru Index ETF
ETF Overview
Overview
The Global X Guru Index ETF (GURU) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Guru Index. It employs a passive management strategy, investing in the highest conviction ideas from a select pool of hedge funds.
Reputation and Reliability
Global X is a well-known ETF issuer with a strong reputation for providing innovative and thematic ETFs.
Management Expertise
Global X's management team has considerable experience in developing and managing a diverse range of ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Guru Index.
Investment Approach and Strategy
Strategy: GURU aims to track the performance of an index that selects stocks representing the highest conviction ideas from a select pool of hedge funds' 13F filings.
Composition The ETF primarily holds a portfolio of U.S. equity stocks selected based on hedge fund holdings data.
Market Position
Market Share: GURU's market share is relatively small compared to broad market ETFs, focusing on mimicking hedge fund choices.
Total Net Assets (AUM): 67920000
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive, with many broad market and sector-specific ETFs available. GURU differentiates itself by attempting to mimic the stock picks of hedge funds. Its competitive disadvantage is its dependence on publicly available 13F filings which are released with a lag.
Financial Performance
Historical Performance: Historical performance data should be reviewed on financial websites for accurate, up-to-date information.
Benchmark Comparison: GURU's performance should be compared to the Solactive Guru Index and other relevant benchmarks like the S&P 500.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
GURU's average trading volume fluctuates, so investors should check recent data.
Bid-Ask Spread
The bid-ask spread for GURU can vary, indicating the cost of trading, so investors should check real-time quotes before investing.
Market Dynamics
Market Environment Factors
GURU's performance is influenced by broader economic conditions, equity market trends, and the overall performance of stocks favored by hedge funds.
Growth Trajectory
GURU's growth trajectory depends on its ability to attract investors seeking exposure to hedge fund-like stock picks and its continued tracking of the Solactive Guru Index.
Moat and Competitive Advantages
Competitive Edge
GURU's advantage lies in its unique strategy of mirroring hedge fund stock selections, potentially offering exposure to high-conviction investment ideas. However, this strategy is not exclusive and the 45-day reporting lag of 13F filings introduces a time delay. Also, the ETF doesn't directly copy the hedge fundsu2019 exact portfolio construction. Its appeal relies on the perceived skill of the hedge funds it tracks and its low correlation to typical indexes.
Risk Analysis
Volatility
GURU's volatility should be analyzed based on its historical performance and compared to relevant benchmarks.
Market Risk
GURU is subject to market risk associated with equity investments, as well as the specific risks related to the stocks selected by the hedge funds it tracks.
Investor Profile
Ideal Investor Profile
GURU may be suitable for investors seeking exposure to hedge fund-like stock picks and who understand the risks associated with equity investments.
Market Risk
GURU could be appropriate for investors willing to take on above average risk with potentially higher returns, but probably is better for long-term investors.
Summary
Global X Guru Index ETF (GURU) offers a unique approach by tracking the highest conviction stock picks from hedge funds, appealing to investors seeking alpha generation. While it provides exposure to potentially successful investment ideas, it comes with the risks associated with equity markets and the limitations of relying on publicly available hedge fund filings. The ETF's performance depends on the stock-picking abilities of the tracked hedge funds and its tracking methodology. Investors should consider GURU as a tactical tool rather than a core portfolio holding, given its narrow focus and potential for higher volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- SEC Filings
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Guru Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is comprised of the top U.S. listed equity positions reported on Form 13F by a select group of entities characterized as hedge funds.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.