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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 $148M invested in Knowledge Leaders Developed World ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $135M → $148M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 2018 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$80.6M +$2.43M +70,823 +3%
CAN
2
Cetera Advisor Networks
California
$30.1M +$277K +8,062 +0.9%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.1M +$6.01M +174,930 +76%
FF
4
Fluent Financial
Texas
$6.19M -$50.2K -1,461 -0.8%
RJA
5
Raymond James & Associates
Florida
$4.17M -$13.2K -383 -0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.1M +$93.1K +2,709 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.46M -$85K -2,473 -3%
LPL Financial
8
LPL Financial
California
$1.96M -$34.2K -996 -2%
VFPI
9
Vantage Financial Partners (Illinois)
Illinois
$1.45M -$44.7K -1,300 -3%
VHAM
10
Van Hulzen Asset Management
California
$1.38M -$46.7K -1,360 -3%
CA
11
Corrado Advisors
New Jersey
$626K +$17.5K +510 +3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$560K +$551K +16,035 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$416K +$34 +1 +0%
Jane Street
14
Jane Street
New York
$374K +$369K +10,727 New
CPA
15
Capital Planning Advisors
California
$312K +$22.4K +651 +8%
IA
16
IFP Advisors
Florida
$181K +$77.9K +2,265 +78%
PCA
17
Providence Capital Advisors
North Carolina
$46K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$10K +$10.3K +300 New
UBS Group
19
UBS Group
Switzerland
$6K +$6.19K +180 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$376K -11,102 Closed
UCFA
21
United Capital Financial Advisors
Texas
-$289K -8,545 Closed
BCA
22
Bay Colony Advisors
Massachusetts
-$28K -840 Closed
CF
23
Centaurus Financial
California
-$5K -140 Closed
SEI Investments
24
SEI Investments
Pennsylvania
-$4K -118 Closed

KLDW Hedge Fund Activity: Q3 2018 in Review

18 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q3 2018, worth a combined $148M — up 9.8% from $135M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KLDW and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was HighTower Advisors, adding an estimated $6.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $376K sold.

  • 18 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q3 2018, down from 20 in Q2 2018.
  • Funds reported $148M of Knowledge Leaders Developed World ETF stock for Q3 2018, up 9.8% quarter-over-quarter.
  • 4 funds opened new Knowledge Leaders Developed World ETF positions in Q3 2018 and 6 closed out, a net change of -2 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q3 2018 was HighTower Advisors, an estimated $6.01M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q3 2018 was Susquehanna International Group, an estimated $376K sold.

Based on aggregated 13F filings for Q3 2018.