Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
21 hedge funds and large institutions have $161M invested in Knowledge Leaders Developed World ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
3% more capital invested
Capital invested by funds: $157M → $161M (+$4.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less funds holding
Funds holding: 24 → 21 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$1.49M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$693K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$467K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$3.43M |
| 2 |
Jane Street
New York
|
-$896K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$890K |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$246K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$43 | -1 | -50% |
|
KLDW Hedge Fund Activity: Q1 2021 in Review
21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q1 2021, worth a combined $161M — up 2.7% from $157M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KLDW and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Capital Planning Advisors, adding an estimated $1.49M. The largest seller was CIBC World Market, exiting entirely with an estimated $3.43M sold.
- 21 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q1 2021, down from 24 in Q4 2020.
- Funds reported $161M of Knowledge Leaders Developed World ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
- 2 funds opened new Knowledge Leaders Developed World ETF positions in Q1 2021 and 5 closed out, a net change of -3 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q1 2021 was Capital Planning Advisors, an estimated $1.49M added.
- The largest Knowledge Leaders Developed World ETF seller in Q1 2021 was CIBC World Market, an estimated $3.43M sold.
Based on aggregated 13F filings for Q1 2021.