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Global X Conscious Companies ETF
KRMA

Overview Fund Activity

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
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.65%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$442M
3
Goldman Sachs
Goldman Sachs
New York
$4.35M
4
FIM
Freedom Investment Management
Connecticut
$784K
5
WWM
Western Wealth Management
Colorado
$380K

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
CWM
Congress Wealth Management
Massachusetts
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.42M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
26
HBW Advisory Services
California
$182K – – –
AF
27
Allworth Financial
California
$120K -$26K -779 -18%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$106K +$106K +3,170 New
UBS Group
29
UBS Group
Switzerland
$71.5K +$45.7K +1,369 +177%
TWM
30
Tradition Wealth Management
Minnesota
$44K – – –
GWM
31
Geneos Wealth Management
Colorado
$43.4K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$36.4K -$11K -329 -23%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6K – – –
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$31.4K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$27.1K -$10.4K -312 -28%
Comerica Bank
36
Comerica Bank
Texas
$18.7K – – –
NA
37
NewEdge Advisors
Louisiana
$13.8K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$5.44K – – –
Citigroup
39
Citigroup
New York
$3.34K -$67 -2 -2%
HI
40
Harbour Investments
Wisconsin
$3.17K – – –
CFD
41
Creative Financial Designs
Indiana
$2.67K – – –
CAM
42
Creekmur Asset Management
Illinois
$2.05K +$2.05K +61 New
Wells Fargo
43
Wells Fargo
California
$26 – – –
FFA
44
Frazier Financial Advisors
Ohio
$19 +$19 +1 New
3LCM
45
3D/L Capital Management
Connecticut
– -$769K -25,740 Closed
TI
46
Tidal Investments
Wisconsin
– -$673K -22,550 Closed
CWM
47
Congress Wealth Management
Massachusetts
– -$473K -15,834 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$214K -7,182 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– -$9K -309 Closed
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