Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
18 hedge funds and large institutions have $114M invested in Knowledge Leaders Developed World ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
29% more funds holding
Funds holding: 14 → 18 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
39% less capital invested
Capital invested by funds: $187M → $114M (-$73.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$11.3M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 4 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
+$1.95M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLC
Knowledge Leaders Capital
Denver,
Colorado
|
-$98.1M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$121K |
| 3 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$25.3K |
| 4 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$13.8K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$2.95K |
KLDW Hedge Fund Activity: Q4 2017 in Review
18 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2017, worth a combined $114M — down 39% from $187M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KLDW positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $11.3M. The largest seller was Knowledge Leaders Capital, exiting entirely with an estimated $98.1M sold.
- 18 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2017, up from 14 in Q3 2017.
- Funds reported $114M of Knowledge Leaders Developed World ETF stock for Q4 2017, down 39% quarter-over-quarter.
- 5 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2017 and 1 closed out, a net change of +4 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q4 2017 was Carroll Financial Associates, an estimated $11.3M added.
- The largest Knowledge Leaders Developed World ETF seller in Q4 2017 was Knowledge Leaders Capital, an estimated $98.1M sold.
Based on aggregated 13F filings for Q4 2017.