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KraneShares Bosera MSCI China A 50 Connect Index ETF

76 hedge funds and large institutions have $361M invested in KraneShares Bosera MSCI China A 50 Connect Index ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

14.82% more ownership

Funds ownership: 57.97%72.79% (+15%)

1% more funds holding

Funds holding: 7576 (+1)

3% more capital invested

Capital invested by funds: $349M → $361M (+$12M)

18% less call options, than puts

Call options by funds: $230K | Put options by funds: $280K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
24
Reduced
18
Closed
14
Calls
$230K
Puts
$280K
Net Calls
-$50K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$40K
Citigroup
52
Citigroup
New York
$38K -$4.21K -133 -9%
ASN
53
Advisory Services Network
Georgia
$30K +$285 +9 +0.9%
NSIM
54
North Star Investment Management
Illinois
$29K
AA
55
Advisory Alpha
Michigan
$19.9K +$20.6K +650 New
HCM
56
Horrell Capital Management
Arkansas
$15K
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$14K
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
MWM
59
MBE Wealth Management
Wisconsin
$9K +$9.97K +315 New
GEA
60
Glen Eagle Advisors
New Jersey
$8.85K
CBT
61
Capital Bank & Trust
California
$8K +$8.32K +263 New
PCMK
62
Paragon Capital Management (Kansas)
Kansas
$7K +$7.31K +231 New
CCM
63
Covington Capital Management
California
$6K
PB
64
Pinnacle Bancorp
Nebraska
$6K +$285 +9 +5%
PCFFS
65
Pacific Center for Financial Services
California
$5K +$63 +2 +1%
CG
66
Cutler Group
California
$5K +$6.33K +200 New
1IA
67
1834 Investment Advisors
Wisconsin
$3K
AIC
68
Ameritas Investment Company
Nebraska
$3K +$2.85K +90 New
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$2K -$516K -16,300 -100%
EWM
70
EPG Wealth Management
Georgia
$2K
VCP
71
Verus Capital Partners
Arizona
$2K
SPIA
72
Steward Partners Investment Advisory
New York
$2K +$3.16K +100 New
IA
73
IFP Advisors
Florida
$1K
JWM
74
Janiczek Wealth Management
Colorado
$1K
WCG
75
Weaver Consulting Group
California
$1K +$538 +17 New

KBA Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) for Q1 2020, worth a combined $361M — up 3.4% from $349M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBA positions and 14 closed out — a net gain of 3 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Psagot Value Holdings, adding an estimated $14.9M. The largest seller was Knoll Capital Management, exiting entirely with an estimated $3.14M sold.

  • 76 institutional investors held KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) as of Q1 2020, up from 75 in Q4 2019.
  • Funds reported $361M of KraneShares Bosera MSCI China A 50 Connect Index ETF stock for Q1 2020, up 3.4% quarter-over-quarter.
  • 17 funds opened new KraneShares Bosera MSCI China A 50 Connect Index ETF positions in Q1 2020 and 14 closed out, a net change of +3 holders.
  • The largest KraneShares Bosera MSCI China A 50 Connect Index ETF buyer in Q1 2020 was Psagot Value Holdings, an estimated $14.9M added.
  • The largest KraneShares Bosera MSCI China A 50 Connect Index ETF seller in Q1 2020 was Knoll Capital Management, an estimated $3.14M sold.

Based on aggregated 13F filings for Q1 2020.