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Global X Conscious Companies ETF
KRMA

Overview Fund Activity

45 hedge funds and large institutions have $587M invested in Global X Conscious Companies ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$451M
2
HGWM
Harvest Group Wealth Management
Massachusetts
$2.08M
3
LPL Financial
LPL Financial
California
$2.41M
4
SIM
Seaview Investment Managers
Florida
$417K
5
GIA
Gladstone Institutional Advisory
Florida
$1.95M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$102M
4
TI
Tidal Investments
Wisconsin
$2.44M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$451M +$62.7M +1,820,000 +16%
Morgan Stanley
2
Morgan Stanley
New York
$102M -$566K -16,406 -0.5%
Bank of America
3
Bank of America
North Carolina
$11.8M +$91.9K +2,666 +0.8%
TI
4
Tidal Investments
Wisconsin
$2.44M -$196K -5,674 -7%
LPL Financial
5
LPL Financial
California
$2.41M +$531K +15,401 +28%
HGWM
6
Harvest Group Wealth Management
Massachusetts
$2.08M +$995K +28,880 +91%
GIA
7
Gladstone Institutional Advisory
Florida
$1.95M +$285K +8,269 +17%
KWM
8
Kingsview Wealth Management
Oregon
$1.02M +$132K +3,838 +15%
3LCM
9
3D/L Capital Management
Connecticut
$882K -$25.1K -728 -3%
FANJ
10
Financial Architects (New Jersey)
New Jersey
$871K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$828K +$63.5K +1,844 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$796K +$242K +7,012 +44%
CW
13
CreativeOne Wealth
Kansas
$742K +$143K +4,142 +24%
PIA
14
Perennial Investment Advisors
California
$721K +$2.27K +66 +0.3%
CWM
15
Congress Wealth Management
Massachusetts
$655K +$655K +19,011 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$612K +$100K +2,916 +20%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$588K +$5.51K +160 +0.9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$547K -$1.72K -50 -0.3%
SFP
19
Sweet Financial Partners
Minnesota
$436K +$436K +12,635 New
SIM
20
Seaview Investment Managers
Florida
$417K +$417K +12,101 New
NA
21
NewEdge Advisors
Louisiana
$398K -$27.2K -790 -6%
APA
22
American Portfolios Advisors
New York
$391K -$1.69K -49 -0.4%
WOSD
23
WFA of San Diego
California
$386K +$69.4K +2,016 +22%
Wealthfront Advisers
24
Wealthfront Advisers
California
$370K +$121K +3,504 +48%
SEA
25
Stegent Equity Advisors
Texas
$352K +$352K +10,219 New
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