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Global X ClimateTech ETF

35 hedge funds and large institutions have $19.6M invested in Global X ClimateTech ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

36% more capital invested

Capital invested by funds: $14.4M → $19.6M (+$5.23M)

9% more funds holding

Funds holding: 3235 (+3)

1.01% more ownership

Funds ownership: 1.81%2.82% (+1%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.7M +$5.83M +58,800 +205%
MD
2
Money Design
Japan
$5.37M +$5.98M +60,354 New
CW
3
CreativeOne Wealth
Kansas
$1.25M -$702K -7,083 -33%
Jane Street
4
Jane Street
New York
$849K +$956K +9,639 New
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$808K -$1.13M -11,428 -55%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$692K +$530K +5,343 +212%
LPL Financial
7
LPL Financial
California
$530K +$65K +656 +12%
SWP
8
Stratos Wealth Partners
Ohio
$416K +$468K +4,722 New
Morgan Stanley
9
Morgan Stanley
New York
$333K -$21.3K -215 -5%
Financial Engines Advisors
10
Financial Engines Advisors
California
$327K +$367K +3,704 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$201K -$87.7K -885 -28%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$198K
RDFA
13
Ritter Daniher Financial Advisory
Ohio
$152K -$49.6K -500 -22%
TRCT
14
Tower Research Capital (TRC)
New York
$147K +$162K +1,631 +4,078%
SPIA
15
Steward Partners Investment Advisory
New York
$121K -$51.1K -515 -27%
GM
16
GeoWealth Management
Illinois
$111K +$7.63K +77 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$90K -$12K -121 -11%
Optiver Holding
18
Optiver Holding
Netherlands
$70K
EW
19
Evoke Wealth
California
$44K
EWM
20
Elmwood Wealth Management
California
$44K +$49.6K +500 New
UBS Group
21
UBS Group
Switzerland
$27K +$5.55K +56 +22%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$25K +$27.7K +279 New
NL
23
NVWM LLC
Pennsylvania
$22K
AA
24
Ancora Advisors
Ohio
$21K
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$18K +$19.8K +200 New

CTEC Hedge Fund Activity: Q4 2021 in Review

35 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X ClimateTech ETF (CTEC) for Q4 2021, worth a combined $19.6M — up 36% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CTEC positions and 7 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Money Design, opening a new position worth an estimated $5.98M. The largest seller was Kovack Advisors, exiting entirely with an estimated $3.59M sold.

  • 35 institutional investors held Global X ClimateTech ETF (CTEC) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $19.6M of Global X ClimateTech ETF stock for Q4 2021, up 36% quarter-over-quarter.
  • 10 funds opened new Global X ClimateTech ETF positions in Q4 2021 and 7 closed out, a net change of +3 holders.
  • The largest Global X ClimateTech ETF buyer in Q4 2021 was Money Design, an estimated $5.98M added.
  • The largest Global X ClimateTech ETF seller in Q4 2021 was Kovack Advisors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2021.