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Global X Conscious Companies ETF
KRMA

Overview Fund Activity

40 hedge funds and large institutions have $586M invested in Global X Conscious Companies ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
13
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$489M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$918K
3
GIA
Gladstone Institutional Advisory
Florida
$7.49M
4
SPWG
Syntegra Private Wealth Group
Missouri
$338K
5
SCA
Snowden Capital Advisors
New York
$208K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$72.5M
2
LPL Financial
LPL Financial
California
$1.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.14M
4
UBS Group
UBS Group
Switzerland
$24.3K
5
HNB
Huntington National Bank
Ohio
$93.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$489M +$25.1M +850,000 +5%
Morgan Stanley
2
Morgan Stanley
New York
$72.5M -$3.21M -108,683 -4%
GIA
3
Gladstone Institutional Advisory
Florida
$7.49M +$429K +14,547 +6%
TI
4
Tidal Investments
Wisconsin
$1.88M -$53.8K -1,825 -3%
Bank of America
5
Bank of America
North Carolina
$1.83M -$80.2K -2,718 -4%
WWA
6
WCG Wealth Advisors
Nevada
$1.63M -$11.1K -377 -0.7%
LPL Financial
7
LPL Financial
California
$1.34M -$146K -4,943 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.14M -$134K -4,558 -11%
KWM
9
Kingsview Wealth Management
Oregon
$964K +$1.45K +49 +0.2%
UFA
10
US Financial Advisors
Massachusetts
$923K +$60.6K +2,054 +7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$918K +$479K +16,247 +109%
PIA
12
Perennial Investment Advisors
California
$771K -$531 -18 -0.1%
3LCM
13
3D/L Capital Management
Connecticut
$735K -$29.2K -989 -4%
Stifel Financial
14
Stifel Financial
Missouri
$706K +$885 +30 +0.1%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$656K -$10.1K -344 -2%
MFG
16
Merit Financial Group
Georgia
$568K +$42.7K +1,448 +8%
CW
17
CreativeOne Wealth
Kansas
$549K +$57K +1,930 +12%
SPL
18
Smart Portfolios LLC
Washington
$523K -$4.19K -142 -0.8%
Wealthfront Advisers
19
Wealthfront Advisers
California
$463K -$22.6K -765 -5%
CWM
20
Congress Wealth Management
Massachusetts
$409K +$8.73K +296 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$387K +$2.54K +86 +0.7%
SPWG
22
Syntegra Private Wealth Group
Missouri
$338K +$338K +11,473 New
GM
23
GeoWealth Management
Illinois
$238K +$30.5K +1,037 +15%
RW
24
Rede Wealth
Virginia
$221K – – –
SCA
25
Snowden Capital Advisors
New York
$208K +$208K +7,050 New
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