KFA Large Cap Quality Dividend Index ETF
KLCD
KLCD was delisted on the 1st of February, 2023.
9 hedge funds and large institutions have $54.3M invested in KFA Large Cap Quality Dividend Index ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
5% more capital invested
Capital invested by funds: $51.5M → $54.3M (+$2.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$2.67M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.16M |
| 3 |
Goldman Sachs
New York
|
+$362K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$533K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1
F3Logic
Burnsville,
Minnesota
| $41.1M | +$2.67M | +82,011 | +7% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $6.84M | +$1.16M | +35,663 | +21% |
|
|
EP
3
Eudaimonia Partners
Winchester,
Tennessee
| $1.89M | +$1.84M | +56,529 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.8M | -$202K | -6,206 | -10% |
|
|
5
Goldman Sachs
New York
| $1.55M | +$362K | +11,106 | +32% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.04M | -$533K | -16,350 | -34% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $17K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $17K | +$16.9K | +518 | New |
|
|
PCA
9
Providence Capital Advisors
Charlotte,
North Carolina
| $16K | – | – | – |
|
|
WP
10
WealthShield Partners
Cary,
North Carolina
| – | -$1.08M | -31,115 | Closed |
|
KLCD Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in KFA Large Cap Quality Dividend Index ETF (KLCD) for Q1 2022, worth a combined $54.3M — up 5.3% from $51.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KLCD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was F3Logic, adding an estimated $2.67M. The largest seller was WealthShield Partners, exiting entirely with an estimated $1.08M sold.
- 9 institutional investors held KFA Large Cap Quality Dividend Index ETF (KLCD) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $54.3M of KFA Large Cap Quality Dividend Index ETF stock for Q1 2022, up 5.3% quarter-over-quarter.
- 2 funds opened new KFA Large Cap Quality Dividend Index ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest KFA Large Cap Quality Dividend Index ETF buyer in Q1 2022 was F3Logic, an estimated $2.67M added.
- The largest KFA Large Cap Quality Dividend Index ETF seller in Q1 2022 was WealthShield Partners, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2022.