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Global X Conscious Companies ETF
KRMA

Overview Fund Activity

48 hedge funds and large institutions have $578M invested in Global X Conscious Companies ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
15
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$3.52M
2
Goldman Sachs
Goldman Sachs
New York
$3.71M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$328K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$327K
5
Citadel Advisors
Citadel Advisors
Florida
$324K

Top Sellers

1
GM
GeoWealth Management
Illinois
$1.72K
2
ECA
Elevation Capital Advisory
Oregon
$0
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$456M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.56M
5
CW
CreativeOne Wealth
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$456M -$7.82M -199,932 -2%
Morgan Stanley
2
Morgan Stanley
New York
$93.6M -$243K -6,221 -0.3%
Goldman Sachs
3
Goldman Sachs
New York
$3.71M +$1.52M +38,876 +69%
IAA
4
Independent Advisor Alliance
North Carolina
$3.52M +$3.52M +90,094 New
LPL Financial
5
LPL Financial
California
$3.32M +$239K +6,114 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.56M -$455K -11,653 -23%
KWM
7
Kingsview Wealth Management
Oregon
$1.24M +$24.7K +632 +2%
UFA
8
US Financial Advisors
Massachusetts
$1.12M -$16.4K -419 -1%
FIM
9
Freedom Investment Management
Connecticut
$1.02M +$16.7K +427 +2%
PIA
10
Perennial Investment Advisors
California
$966K -$120K -3,066 -11%
Wealthfront Advisers
11
Wealthfront Advisers
California
$929K +$82.9K +2,122 +10%
GIA
12
Gladstone Institutional Advisory
Florida
$865K -$223K -5,712 -21%
MFG
13
Merit Financial Group
Georgia
$851K +$29.1K +744 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$845K -$7.86K -201 -0.9%
Stifel Financial
15
Stifel Financial
Missouri
$823K -$23.5K -600 -3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$710K +$302K +7,726 +74%
Bank of America
17
Bank of America
North Carolina
$685K -$150K -3,833 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$625K -$24.5K -628 -4%
SPL
19
Smart Portfolios LLC
Washington
$586K +$10.2K +261 +2%
Wells Fargo
20
Wells Fargo
California
$489K -$14.3K -365 -3%
SPWG
21
Syntegra Private Wealth Group
Missouri
$484K +$6.25K +160 +1%
WWM
22
Western Wealth Management
Colorado
$421K -$44.6K -1,141 -10%
CWM
23
Congress Wealth Management
Massachusetts
$366K -$187K -4,783 -34%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$328K +$328K +8,400 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$327K +$327K +8,364 New
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