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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

20 hedge funds and large institutions have $135M invested in Knowledge Leaders Developed World ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1820 (+2)

5% more capital invested

Capital invested by funds: $128M → $135M (+$6.86M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$75.8M +$3.29M +95,457 +4%
CAN
2
Cetera Advisor Networks
California
$28.9M +$878K +25,490 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.75M -$229K -6,641 -3%
FF
4
Fluent Financial
Texas
$6.06M +$6.16M +178,816 New
RJA
5
Raymond James & Associates
Florida
$4.05M +$26.9K +780 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.92M +$68.9K +2,000 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.47M +$126K +3,673 +5%
LPL Financial
8
LPL Financial
California
$1.93M +$67.3K +1,954 +4%
VFPI
9
Vantage Financial Partners (Illinois)
Illinois
$1.45M -$141K -4,100 -9%
VHAM
10
Van Hulzen Asset Management
California
$1.39M -$5.51K -160 -0.4%
CA
11
Corrado Advisors
New Jersey
$590K -$8.26K -240 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$404K +$5.3K +154 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$376K -$634K -18,424 -62%
UCFA
14
United Capital Financial Advisors
Texas
$289K -$132K -3,830 -31%
CPA
15
Capital Planning Advisors
California
$280K
IA
16
IFP Advisors
Florida
$99K +$101K +2,920 New
BCA
17
Bay Colony Advisors
Massachusetts
$28K +$28.9K +840 New
CF
18
Centaurus Financial
California
$5K +$4.82K +140 New
SEI Investments
19
SEI Investments
Pennsylvania
$4K
Jane Street
20
Jane Street
New York
-$1.19M -34,792 Closed
FCAG
21
First Capital Advisors Group
New Jersey
-$246K -7,216 Closed
IIC
22
Integrated Investment Consultants
Michigan
-$79K -2,314 Closed
AS
23
Altshuler Shaham
Israel
+$516 +15 New

KLDW Hedge Fund Activity: Q2 2018 in Review

20 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2018, worth a combined $135M — up 5.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Fluent Financial, opening a new position worth an estimated $6.16M. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.

  • 20 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2018, up from 18 in Q1 2018.
  • Funds reported $135M of Knowledge Leaders Developed World ETF stock for Q2 2018, up 5.4% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q2 2018 was Fluent Financial, an estimated $6.16M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q2 2018 was Jane Street, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.