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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 %
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$442M +$10M +300,068 +2%
Morgan Stanley
2
Morgan Stanley
New York
$161M +$78.7M +2,356,400 +96%
GIA
3
Gladstone Institutional Advisory
Florida
$7.24M +$48.2K +1,443 +0.7%
Goldman Sachs
4
Goldman Sachs
New York
$4.35M +$4.35M +130,302 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.42M -$241K -7,214 -14%
LPL Financial
6
LPL Financial
California
$1.4M +$19K +569 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.16M +$161K +4,828 +16%
KWM
8
Kingsview Wealth Management
Oregon
$1.12M -$36.4K -1,089 -3%
UFA
9
US Financial Advisors
Massachusetts
$1.1M +$76.3K +2,284 +7%
PIA
10
Perennial Investment Advisors
California
$989K +$9.62K +288 +1%
MFG
11
Merit Financial Group
Georgia
$800K -$25.2K -755 -3%
FIM
12
Freedom Investment Management
Connecticut
$784K +$784K +23,471 New
Stifel Financial
13
Stifel Financial
Missouri
$767K -$33.4K -1,000 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$758K -$28.7K -856 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$671K – – –
Wealthfront Advisers
16
Wealthfront Advisers
California
$583K +$21.6K +648 +4%
SPL
17
Smart Portfolios LLC
Washington
$548K -$57.9K -1,662 -10%
Bank of America
18
Bank of America
North Carolina
$447K -$17.9K -536 -4%
CW
19
CreativeOne Wealth
Kansas
$387K -$73.8K -2,207 -16%
WWM
20
Western Wealth Management
Colorado
$380K +$380K +11,375 New
SPWG
21
Syntegra Private Wealth Group
Missouri
$371K -$4.81K -144 -1%
FF
22
Farrow Financial
Vermont
$271K +$271K +8,113 New
SCA
23
Snowden Capital Advisors
New York
$235K – – –
GM
24
GeoWealth Management
Illinois
$222K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$216K -$197K -5,906 -48%
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