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KraneShares Electric Vehicles and Future Mobility Index ETF

59 hedge funds and large institutions have $33M invested in KraneShares Electric Vehicles and Future Mobility Index ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $30.2M → $33M (+$2.78M)

4.75% more ownership

Funds ownership: 18.59%23.34% (+4.8%)

5% less funds holding

Funds holding: 6259 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
19
Closed
14
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.02M +$4.89M +194,625 +125%
UBS Group
2
UBS Group
Switzerland
$7.87M -$736K -29,294 -9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.59M +$51K +2,029 +2%
LPL Financial
4
LPL Financial
California
$2.43M -$156K -6,213 -6%
CI
5
CX Institutional
Indiana
$1.65M +$1.61M +64,275 New
Jane Street
6
Jane Street
New York
$1.63M -$545K -21,679 -25%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.18M -$240K -9,552 -17%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.07M +$1.04M +41,563 New
Citigroup
9
Citigroup
New York
$832K +$185K +7,358 +29%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$735K +$619K +24,634 +672%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$533K -$117K -4,656 -18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$480K -$273K -10,882 -37%
Citadel Advisors
13
Citadel Advisors
Florida
$364K -$640K -25,485 -64%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$325K -$78.1K -3,107 -20%
PS
15
Principal Securities
Iowa
$262K +$256K +10,176 New
VCM
16
Versant Capital Management
Arizona
$253K
PSF
17
Pacific Sun Financial
California
$249K -$33.3K -1,326 -12%
AWA
18
Arkadios Wealth Advisors
Georgia
$241K -$316K -12,569 -57%
Bank of America
19
Bank of America
North Carolina
$220K -$57.4K -2,286 -21%
RJA
20
Raymond James & Associates
Florida
$217K -$10.2K -407 -5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$121K +$1.05K +42 +0.9%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$110K -$9.52K -379 -8%
WIM
23
Westside Investment Management
California
$83.5K -$2.51K -100 -3%
ATC
24
Advantage Trust Company
Kansas
$82K +$80.2K +3,190 New
HI
25
Harbour Investments
Wisconsin
$72.6K -$37.5K -1,493 -35%

KARS Hedge Fund Activity: Q4 2023 in Review

59 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) for Q4 2023, worth a combined $33M — up 9.2% from $30.2M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KARS and 11 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $4.89M. The largest seller was UBS Group, cutting an estimated $736K.

  • 59 institutional investors held KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) as of Q4 2023, down from 62 in Q3 2023.
  • Funds reported $33M of KraneShares Electric Vehicles and Future Mobility Index ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 11 funds opened new KraneShares Electric Vehicles and Future Mobility Index ETF positions in Q4 2023 and 14 closed out, a net change of -3 holders.
  • The largest KraneShares Electric Vehicles and Future Mobility Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.89M added.
  • The largest KraneShares Electric Vehicles and Future Mobility Index ETF seller in Q4 2023 was UBS Group, an estimated $736K sold.

Based on aggregated 13F filings for Q4 2023.