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KLDW

Knowledge Leaders Developed World ETF

Delisted

KLDW was delisted on the 19th of July, 2024.

18 hedge funds and large institutions have $128M invested in Knowledge Leaders Developed World ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

13% more capital invested

Capital invested by funds: $114M → $128M (+$14.4M)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$73.2M +$7.66M +223,126 +12%
CAN
2
Cetera Advisor Networks
California
$28.3M +$2.98M +86,867 +12%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.04M +$377K +10,986 +5%
RJA
4
Raymond James & Associates
Florida
$4.06M +$51.9K +1,513 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.88M +$155K +4,520 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.37M +$1.02M +29,775 +75%
LPL Financial
7
LPL Financial
California
$1.88M +$375K +10,927 +25%
VFPI
8
Vantage Financial Partners (Illinois)
Illinois
$1.6M -$429K -12,500 -21%
VHAM
9
Van Hulzen Asset Management
California
$1.4M -$5.73K -167 -0.4%
Jane Street
10
Jane Street
New York
$1.19M +$1.19M +34,792 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.01M -$1.11M -32,368 -52%
CA
12
Corrado Advisors
New Jersey
$604K +$284K +8,286 +88%
UCFA
13
United Capital Financial Advisors
Texas
$423K -$23.3K -680 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$402K +$120K +3,504 +42%
CPA
15
Capital Planning Advisors
California
$283K +$6.07K +177 +2%
FCAG
16
First Capital Advisors Group
New Jersey
$246K
IIC
17
Integrated Investment Consultants
Michigan
$79K +$79.4K +2,314 New
SEI Investments
18
SEI Investments
Pennsylvania
$4K
CCP
19
Clarkston Capital Partners
Michigan
-$358K -10,710 Closed
MWM
20
Merriman Wealth Management
Washington
-$256K -7,647 Closed

KLDW Hedge Fund Activity: Q1 2018 in Review

18 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q1 2018, worth a combined $128M — up 13% from $114M a quarter earlier.

Fund positioning in KLDW was balanced in Q1 2018: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 4 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $7.66M. The largest seller was Susquehanna International Group, cutting an estimated $1.11M.

  • 18 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $128M of Knowledge Leaders Developed World ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 2 funds opened new Knowledge Leaders Developed World ETF positions in Q1 2018 and 2 closed out, a net change of 0 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q1 2018 was Carroll Financial Associates, an estimated $7.66M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2018.