We are live on ! Find out more
CTEC icon

Global X ClimateTech ETF

30 hedge funds and large institutions have $13.9M invested in Global X ClimateTech ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

1.94% less ownership

Funds ownership: 3.79%1.85% (-1.9%)

6% less funds holding

Funds holding: 3230 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

58% less capital invested

Capital invested by funds: $33M → $13.9M (-$19.2M)

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
3
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1
Kovack Advisors
Florida
$4.81M +$142K +1,448 +3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$2.87M -$12.4M -125,820 -82%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$1.91M +$1.81M +18,360 New
CW
4
CreativeOne Wealth
Kansas
$1.35M +$279K +2,833 +28%
LPL Financial
5
LPL Financial
California
$499K +$181K +1,838 +62%
Morgan Stanley
6
Morgan Stanley
New York
$416K +$31.2K +317 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$329K +$12.4K +126 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$301K -$65.3K -664 -19%
HT
9
HAP Trading
New York
$273K +$258K +2,622 New
RDFA
10
Ritter Daniher Financial Advisory
Ohio
$232K +$49.2K +500 +29%
SPIA
11
Steward Partners Investment Advisory
New York
$232K +$68.9K +700 +46%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$202K +$191K +1,940 New
Optiver Holding
13
Optiver Holding
Netherlands
$97K +$91.4K +929 New
Osaic Holdings
14
Osaic Holdings
Arizona
$84K -$23.2K -236 -22%
EW
15
Evoke Wealth
California
$52K +$48.8K +496 New
GM
16
GeoWealth Management
Illinois
$46K +$16.4K +167 +54%
FCA
17
FinTrust Capital Advisors
South Carolina
$30K +$28.5K +290 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$29K
AA
19
Ancora Advisors
Ohio
$25K
NL
20
NVWM LLC
Pennsylvania
$18K
CFD
21
Creative Financial Designs
Indiana
$13K +$7.97K +81 +203%
SWM
22
Spire Wealth Management
Virginia
$9K +$6.89K +70 +350%
HS
23
Horan Securities
United States
$6K
CAAS
24
Capital Asset Advisory Services
Michigan
$5K
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$4K

CTEC Hedge Fund Activity: Q2 2021 in Review

30 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Global X ClimateTech ETF (CTEC) for Q2 2021, worth a combined $13.9M — down 58% from $33M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CTEC and 8 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Mirae Asset Global Investments, cutting an estimated $12.4M.

  • 30 institutional investors held Global X ClimateTech ETF (CTEC) as of Q2 2021, down from 32 in Q1 2021.
  • Funds reported $13.9M of Global X ClimateTech ETF stock for Q2 2021, down 58% quarter-over-quarter.
  • 8 funds opened new Global X ClimateTech ETF positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Global X ClimateTech ETF buyer in Q2 2021 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.81M added.
  • The largest Global X ClimateTech ETF seller in Q2 2021 was Mirae Asset Global Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2021.