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Global X Conscious Companies ETF
KRMA

Overview Fund Activity

40 hedge funds and large institutions have $530M invested in Global X Conscious Companies ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
14
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$435M
2
GIA
Gladstone Institutional Advisory
Florida
$6.63M
3
UFA
US Financial Advisors
Massachusetts
$809K
4
Stifel Financial
Stifel Financial
Missouri
$662K
5
RW
Rede Wealth
Virginia
$208K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.19M
3
SFP
Sweet Financial Partners
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$412K
5
LPL Financial
LPL Financial
California
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$87.8K -$81K – –
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.5K – – –
TWM
28
Tradition Wealth Management
Minnesota
$44K +$5.18K +185 +13%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$43.8K – – –
GWM
30
Geneos Wealth Management
Colorado
$36K – – –
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$26.2K – – –
HGWM
32
Harvest Group Wealth Management
Massachusetts
$22.4K – – –
Wells Fargo
33
Wells Fargo
California
$14.6K -$46.5K -1,681 -76%
Citigroup
34
Citigroup
New York
$6.4K +$3.27K +118 +104%
TRCT
35
Tower Research Capital (TRC)
New York
$5K +$5K +186 New
CIAS
36
Capital Investment Advisory Services
North Carolina
$4.51K +$4.51K +163 New
CFD
37
Creative Financial Designs
Indiana
$2.22K – – –
HI
38
Harbour Investments
Wisconsin
$2.08K +$2.08K +75 New
NA
39
NewEdge Advisors
Louisiana
$2.07K +$2.07K +1,967 New
ASN
40
Advisory Services Network
Georgia
$1.68K +$1.68K +61 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$554 +$554 +20 New
SFP
42
Sweet Financial Partners
Minnesota
– -$322K -12,635 Closed
HAS
43
HBW Advisory Services
California
– -$167K -6,530 Closed
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