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Global X Conscious Companies ETF

43 hedge funds and large institutions have $603M invested in Global X Conscious Companies ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
13
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$465M -$48.9M -1,249,225 -10%
Morgan Stanley
2
Morgan Stanley
New York
$93.9M -$176K -4,501 -0.2%
GM
3
GeoWealth Management
Illinois
$10.8M +$10.6M +270,729 +4,239%
ECA
4
Elevation Capital Advisory
Oregon
$10.6M +$10.6M +271,274 New
LPL Financial
5
LPL Financial
California
$3.09M +$623K +15,912 +25%
Goldman Sachs
6
Goldman Sachs
New York
$2.2M +$660K +16,871 +43%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.02M +$373K +9,529 +23%
KWM
8
Kingsview Wealth Management
Oregon
$1.22M -$38.6K -987 -3%
UFA
9
US Financial Advisors
Massachusetts
$1.13M -$146K -3,731 -11%
GIA
10
Gladstone Institutional Advisory
Florida
$1.09M -$2.22M -56,662 -67%
PIA
11
Perennial Investment Advisors
California
$1.09M +$15.7K +401 +1%
FIM
12
Freedom Investment Management
Connecticut
$1M +$13.2K +336 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$855K +$39 +1 +0%
Stifel Financial
14
Stifel Financial
Missouri
$848K -$19.6K -500 -2%
Wealthfront Advisers
15
Wealthfront Advisers
California
$847K -$54.4K -1,389 -6%
Bank of America
16
Bank of America
North Carolina
$836K -$13.6K -348 -2%
MFG
17
Merit Financial Group
Georgia
$823K -$89K -2,273 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$651K -$140K -3,586 -18%
SPL
19
Smart Portfolios LLC
Washington
$577K -$6.3K -161 -1%
CWM
20
Congress Wealth Management
Massachusetts
$554K -$2.19K -56 -0.4%
Wells Fargo
21
Wells Fargo
California
$504K +$504K +12,866 New
SPWG
22
Syntegra Private Wealth Group
Missouri
$478K +$76.2K +1,948 +19%
WWM
23
Western Wealth Management
Colorado
$466K +$6.34K +162 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$408K +$117K +2,985 +40%
FF
25
Farrow Financial
Vermont
$318K