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KRMA

Global X Conscious Companies ETF

Delisted

KRMA was delisted on the 21st of July, 2026.

44 hedge funds and large institutions have $629M invested in Global X Conscious Companies ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $481M → $629M (+$149M)

13.93% more ownership

Funds ownership: 90.01%103.93% (+14%)

5% more funds holding

Funds holding: 4244 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$442M +$9.33M +300,068 +2%
Morgan Stanley
2
Morgan Stanley
New York
$161M +$73.2M +2,356,400 +96%
GIA
3
Gladstone Institutional Advisory
Florida
$7.24M +$44.9K +1,443 +0.7%
Goldman Sachs
4
Goldman Sachs
New York
$4.35M +$4.05M +130,302 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.42M -$224K -7,214 -14%
LPL Financial
6
LPL Financial
California
$1.4M +$17.7K +569 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.16M +$150K +4,828 +16%
KWM
8
Kingsview Wealth Management
Oregon
$1.12M -$33.9K -1,089 -3%
UFA
9
US Financial Advisors
Massachusetts
$1.1M +$71K +2,284 +7%
PIA
10
Perennial Investment Advisors
California
$989K +$8.95K +288 +1%
MFG
11
Merit Financial Group
Georgia
$800K -$23.5K -755 -3%
FIM
12
Freedom Investment Management
Connecticut
$784K +$730K +23,471 New
Stifel Financial
13
Stifel Financial
Missouri
$767K -$31.1K -1,000 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$758K -$26.6K -856 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$671K
Wealthfront Advisers
16
Wealthfront Advisers
California
$583K +$20.1K +648 +4%
SPL
17
Smart Portfolios LLC
Washington
$548K -$51.7K -1,662 -10%
Bank of America
18
Bank of America
North Carolina
$447K -$16.7K -536 -4%
CW
19
CreativeOne Wealth
Kansas
$387K -$68.6K -2,207 -16%
WWM
20
Western Wealth Management
Colorado
$380K +$354K +11,375 New
SPWG
21
Syntegra Private Wealth Group
Missouri
$371K -$4.48K -144 -1%
FF
22
Farrow Financial
Vermont
$271K +$252K +8,113 New
SCA
23
Snowden Capital Advisors
New York
$235K
GM
24
GeoWealth Management
Illinois
$222K
Osaic Holdings
25
Osaic Holdings
Arizona
$216K -$184K -5,906 -48%

KRMA Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X Conscious Companies ETF (KRMA) for Q4 2023, worth a combined $629M — up 31% from $481M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KRMA positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $673K sold.

  • 44 institutional investors held Global X Conscious Companies ETF (KRMA) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $629M of Global X Conscious Companies ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 7 funds opened new Global X Conscious Companies ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest Global X Conscious Companies ETF buyer in Q4 2023 was Morgan Stanley, an estimated $73.2M added.
  • The largest Global X Conscious Companies ETF seller in Q4 2023 was Tidal Investments, an estimated $673K sold.

Based on aggregated 13F filings for Q4 2023.