KFA Large Cap Quality Dividend Index ETF
KLCD
KLCD was delisted on the 1st of February, 2023.
10 hedge funds and large institutions have $59.1M invested in KFA Large Cap Quality Dividend Index ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $52.5M → $59.1M (+$6.56M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$6.94M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.07M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$275K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$413 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.52M |
| 2 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$1.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$228K |
| 4 |
Goldman Sachs
New York
|
-$211K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$26.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1
F3Logic
Burnsville,
Minnesota
| $48M | +$6.94M | +235,137 | +18% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $5.57M | +$1.07M | +36,426 | +25% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $3.05M | -$3.52M | -119,405 | -55% |
|
|
EP
4
Eudaimonia Partners
Winchester,
Tennessee
| $1.23M | +$275K | +9,331 | +31% |
|
|
WP
5
WealthShield Partners
Cary,
North Carolina
| $782K | -$26.6K | -903 | -3% |
|
|
VC
6
Veracity Capital
Atlanta,
Georgia
| $432K | -$1.59M | -53,906 | -79% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $18K | -$14.7K | -498 | -45% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | +$15.6K | +529 | New |
|
|
PCA
9
Providence Capital Advisors
Charlotte,
North Carolina
| $14K | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$228K | -7,950 | Closed |
|
|
11
Goldman Sachs
New York
| – | -$211K | -7,349 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | +$413 | +14 | New |
|
KLCD Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in KFA Large Cap Quality Dividend Index ETF (KLCD) for Q1 2021, worth a combined $59.1M — up 12% from $52.5M a quarter earlier.
Fund positioning in KLCD was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was F3Logic, adding an estimated $6.94M. The largest seller was Envestnet Asset Management, cutting an estimated $3.52M.
- 10 institutional investors held KFA Large Cap Quality Dividend Index ETF (KLCD) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $59.1M of KFA Large Cap Quality Dividend Index ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 2 funds opened new KFA Large Cap Quality Dividend Index ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest KFA Large Cap Quality Dividend Index ETF buyer in Q1 2021 was F3Logic, an estimated $6.94M added.
- The largest KFA Large Cap Quality Dividend Index ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2021.