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Global X ClimateTech ETF

33 hedge funds and large institutions have $8.32M invested in Global X ClimateTech ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

0.07% less ownership

Funds ownership: 2.49%2.42% (-0.07%)

8% less funds holding

Funds holding: 3633 (-3)

33% less capital invested

Capital invested by funds: $12.4M → $8.32M (-$4.13M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $47K

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
7
Closed
5
Calls
Puts
$47K
Net Calls
-$47K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
MD
1
Money Design
Japan
$2.6M -$646K -9,883 -17%
Jane Street
2
Jane Street
New York
$1.76M +$612K +9,356 +41%
CW
3
CreativeOne Wealth
Kansas
$659K +$78.2K +1,195 +11%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$536K +$641K +9,800 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$530K +$399K +6,104 +515%
Citadel Advisors
6
Citadel Advisors
Florida
$462K +$552K +8,440 New
LPL Financial
7
LPL Financial
California
$349K +$3.73K +57 +0.9%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$314K -$466K -7,126 -55%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$165K +$38.8K +593 +24%
IWM
10
IHT Wealth Management
Illinois
$146K -$21.1K -323 -11%
IWC
11
Integrated Wealth Concepts
Massachusetts
$144K -$1.9K -29 -1%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$111K -$2.2M -33,576 -94%
GM
13
GeoWealth Management
Illinois
$100K +$12.5K +191 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99K +$523 +8 +0.4%
Bank of America
15
Bank of America
North Carolina
$86.7K +$13.1K +200 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$75.6K +$75.2K +1,150 +496%
Morgan Stanley
17
Morgan Stanley
New York
$67.4K +$38.3K +586 +91%
RIA
18
Realta Investment Advisors
Delaware
$22.8K -$11.8K -180 -37%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$15.7K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$15K
TWC
21
TD Waterhouse Canada
Ontario, Canada
$10.7K
CFD
22
Creative Financial Designs
Indiana
$8.75K +$2.75K +42 +36%
TFGT
23
TS Financial Group (TSFG)
Illinois
$8K
FFA
24
Farther Finance Advisors
California
$7.53K
NL
25
NVWM LLC
Pennsylvania
$6.05K

CTEC Hedge Fund Activity: Q3 2023 in Review

33 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Global X ClimateTech ETF (CTEC) for Q3 2023, worth a combined $8.32M — down 33% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CTEC and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 12 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $641K. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $2.2M.

  • 33 institutional investors held Global X ClimateTech ETF (CTEC) as of Q3 2023, down from 36 in Q2 2023.
  • Funds reported $8.32M of Global X ClimateTech ETF stock for Q3 2023, down 33% quarter-over-quarter.
  • 2 funds opened new Global X ClimateTech ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
  • The largest Global X ClimateTech ETF buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $641K added.
  • The largest Global X ClimateTech ETF seller in Q3 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2023.