Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
14 hedge funds and large institutions have $72.9M invested in Knowledge Leaders Developed World ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
259% more capital inflows, than outflows
Capital inflows: $8.58M | Capital outflows: $2.39M
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
0% more funds holding
Funds holding: 14 → 14 (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: 1 | Existing positions closed: 1
2.96% less ownership
Funds ownership: 94.8% → 91.84% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$3.12M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$1.46M |
| 3 |
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$1.27M |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$762K |
| 5 |
LPL Financial
San Diego,
California
|
+$749K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.33M |
| 2 |
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
-$1.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4K |
KLDW Hedge Fund Activity: Q2 2017 in Review
14 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2017, worth a combined $72.9M — up 17% from $62.5M a quarter earlier.
Fund positioning in KLDW was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $3.12M. The largest seller was Wells Fargo, cutting an estimated $1.33M.
- 14 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $72.9M of Knowledge Leaders Developed World ETF stock for Q2 2017, up 17% quarter-over-quarter.
- 1 fund opened new Knowledge Leaders Developed World ETF positions in Q2 2017 and 1 closed out, a net change of 0 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q2 2017 was Carroll Financial Associates, an estimated $3.12M added.
- The largest Knowledge Leaders Developed World ETF seller in Q2 2017 was Wells Fargo, an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2017.