Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
24 hedge funds and large institutions have $157M invested in Knowledge Leaders Developed World ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
3% more capital invested
Capital invested by funds: $153M → $157M (+$4.12M)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$3.16M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.9M |
| 3 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$368K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$44.7K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$31.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$12.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 3 |
FF
Fluent Financial
Dallas,
Texas
|
-$2.06M |
| 4 |
Jane Street
New York
|
-$898K |
| 5 |
LPL Financial
San Diego,
California
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| – | -$23K | -600 | Closed |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -145 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | +$40 | +1 | +100% |
|
KLDW Hedge Fund Activity: Q4 2020 in Review
24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2020, worth a combined $157M — up 2.7% from $153M a quarter earlier.
Fund positioning in KLDW was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 6 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $3.16M. The largest seller was Cetera Advisor Networks, cutting an estimated $12.5M.
- 24 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $157M of Knowledge Leaders Developed World ETF stock for Q4 2020, up 2.7% quarter-over-quarter.
- 4 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q4 2020 was Carroll Financial Associates, an estimated $3.16M added.
- The largest Knowledge Leaders Developed World ETF seller in Q4 2020 was Cetera Advisor Networks, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2020.