Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
7 hedge funds and large institutions have $52.8M invested in Knowledge Leaders Developed World ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less capital invested
Capital invested by funds: $56.9M → $52.8M (-$4.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$954K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$117K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$7.92M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.37M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.37M |
| 4 |
Jane Street
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Carroll Financial Associates
Charlotte,
North Carolina
| $28.7M | +$4M | +150,057 | +16% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $13.6M | -$7.92M | -297,321 | -37% |
|
|
VFPI
3
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $4.79M | +$4.84M | +181,660 | New |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $3.41M | +$954K | +35,787 | +38% |
|
|
5
Jane Street
New York
| $1.4M | -$1.27M | -47,579 | -47% |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $920K | +$117K | +4,400 | +14% |
|
|
7
UBS Group
Zurich,
Switzerland
| $3K | +$2.67K | +100 | New |
|
|
CS
8
Credit Suisse
Zurich,
Switzerland
| – | -$1.37M | -50,000 | Closed |
|
|
VKH
9
Virtu KCG Holdings
New York
| – | -$1.37M | -50,000 | Closed |
|
KLDW Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2016, worth a combined $52.8M — down 7.2% from $56.9M a quarter earlier.
Fund positioning in KLDW was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $4M. The largest seller was Cetera Advisor Networks, cutting an estimated $7.92M.
- 7 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $52.8M of Knowledge Leaders Developed World ETF stock for Q4 2016, down 7.2% quarter-over-quarter.
- 2 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q4 2016 was Carroll Financial Associates, an estimated $4M added.
- The largest Knowledge Leaders Developed World ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $7.92M sold.
Based on aggregated 13F filings for Q4 2016.