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Global X ClimateTech ETF

38 hedge funds and large institutions have $20.4M invested in Global X ClimateTech ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more funds holding

Funds holding: 3238 (+6)

0.36% less ownership

Funds ownership: 3.77%3.41% (-0.36%)

7% less capital invested

Capital invested by funds: $21.8M → $20.4M (-$1.43M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MD
1
Money Design
Japan
$5.45M -$1.36M -17,163 -20%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$4.46M -$2.83M -35,810 -39%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$2.63M +$58.7K +742 +2%
Jane Street
4
Jane Street
New York
$2.6M -$1.65M -20,807 -39%
CW
5
CreativeOne Wealth
Kansas
$858K +$84.6K +1,070 +11%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$837K +$825K +10,431 New
FTUS
7
Flow Traders U.S.
New York
$778K +$773K +9,773 New
LPL Financial
8
LPL Financial
California
$705K +$186K +2,356 +36%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$629K +$285K +3,606 +84%
IWM
10
IHT Wealth Management
Illinois
$232K +$42.9K +543 +23%
IWC
11
Integrated Wealth Concepts
Massachusetts
$217K +$215K +2,722 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$215K +$214K +2,704 New
Bank of America
13
Bank of America
North Carolina
$209K +$16.2K +205 +8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$198K -$5.85K -74 -3%
GM
15
GeoWealth Management
Illinois
$117K +$28.5K +360 +32%
Morgan Stanley
16
Morgan Stanley
New York
$51.4K -$206K -2,600 -80%
BTI
17
Blue Trust Inc
Georgia
$25K +$26.9K +340 New
Osaic Holdings
18
Osaic Holdings
Arizona
$23.3K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$22K +$79 +1 +0.4%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$15.9K
TWC
21
TD Waterhouse Canada
Ontario, Canada
$15.9K
TFGT
22
TS Financial Group (TSFG)
Illinois
$11K
FFA
23
Farther Finance Advisors
California
$11K +$10.9K +138 New
CFD
24
Creative Financial Designs
Indiana
$9.09K -$237 -3 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.01K +$8.54K +108 New

CTEC Hedge Fund Activity: Q1 2023 in Review

38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X ClimateTech ETF (CTEC) for Q1 2023, worth a combined $20.4M — down 6.6% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CTEC positions and 4 closed out — a net gain of 6 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $825K. The largest seller was Mirae Asset Global Investments, cutting an estimated $2.83M.

  • 38 institutional investors held Global X ClimateTech ETF (CTEC) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $20.4M of Global X ClimateTech ETF stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 10 funds opened new Global X ClimateTech ETF positions in Q1 2023 and 4 closed out, a net change of +6 holders.
  • The largest Global X ClimateTech ETF buyer in Q1 2023 was Bank of Montreal, an estimated $825K added.
  • The largest Global X ClimateTech ETF seller in Q1 2023 was Mirae Asset Global Investments, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2023.