KFA Large Cap Quality Dividend Index ETF
KLCD
KLCD was delisted on the 1st of February, 2023.
10 hedge funds and large institutions have $77.5M invested in KFA Large Cap Quality Dividend Index ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
31% more capital invested
Capital invested by funds: $59.1M → $77.5M (+$18.5M)
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: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$9.84M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$840K |
| 5 |
Goldman Sachs
New York
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$507K |
| 2 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$432K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1
F3Logic
Burnsville,
Minnesota
| $59.9M | +$9.84M | +306,147 | +20% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $9.12M | +$3.31M | +102,904 | +57% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.68M | -$507K | -15,768 | -16% |
|
|
EP
4
Eudaimonia Partners
Winchester,
Tennessee
| $2.12M | +$840K | +26,159 | +66% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.39M | +$1.39M | +43,359 | New |
|
|
WP
6
WealthShield Partners
Cary,
North Carolina
| $986K | +$169K | +5,272 | +21% |
|
|
CP
7
Castleview Partners
Dallas,
Texas
| $739K | +$740K | +23,029 | New |
|
|
8
Goldman Sachs
New York
| $593K | +$593K | +18,464 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $16K | -$3.28K | -102 | -17% |
|
|
PCA
10
Providence Capital Advisors
Charlotte,
North Carolina
| $15K | – | – | – |
|
|
VC
11
Veracity Capital
Atlanta,
Georgia
| – | -$432K | -14,040 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -529 | Closed |
|
KLCD Hedge Fund Activity: Q2 2021 in Review
10 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in KFA Large Cap Quality Dividend Index ETF (KLCD) for Q2 2021, worth a combined $77.5M — up 31% from $59.1M a quarter earlier.
Fund positioning in KLCD was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was F3Logic, adding an estimated $9.84M. The largest seller was Envestnet Asset Management, cutting an estimated $507K.
- 10 institutional investors held KFA Large Cap Quality Dividend Index ETF (KLCD) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $77.5M of KFA Large Cap Quality Dividend Index ETF stock for Q2 2021, up 31% quarter-over-quarter.
- 3 funds opened new KFA Large Cap Quality Dividend Index ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest KFA Large Cap Quality Dividend Index ETF buyer in Q2 2021 was F3Logic, an estimated $9.84M added.
- The largest KFA Large Cap Quality Dividend Index ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $507K sold.
Based on aggregated 13F filings for Q2 2021.