Bruno Del Ama's Global X Guru exchange-traded fund bases its holdings on the 13-F filings by hedge fund managers, which this quarter showed mixed sentiment on Apple and big bets on Dollar General and Walgreens. In 13-F filings, managers disclose their large equity stakes from the previous quarter. They come out within 45 days from the end of the previous quarter. They do not show short positions – bets that stock prices will fall – or other holdings.
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