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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

22 hedge funds and large institutions have $121M invested in Knowledge Leaders Developed World ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

22% more funds holding

Funds holding: 1822 (+4)

19% less capital invested

Capital invested by funds: $148M → $121M (-$27.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
5
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$63.3M -$6.04M -191,711 -8%
CAN
2
Cetera Advisor Networks
California
$23.3M -$1.86M -59,158 -7%
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M -$977K -31,022 -8%
Citadel Advisors
4
Citadel Advisors
Florida
$3.63M +$3.94M +125,052 New
RJA
5
Raymond James & Associates
Florida
$3.28M -$199K -6,330 -5%
LPL Financial
6
LPL Financial
California
$2.88M +$1.35M +42,956 +77%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.36M -$246K -7,825 -9%
FF
8
Fluent Financial
Texas
$2.27M -$3.13M -99,288 -56%
VCM
9
Vivaldi Capital Management
Illinois
$2.04M +$2.22M +70,405 New
Jane Street
10
Jane Street
New York
$1.25M +$1.01M +32,226 +300%
VFPI
11
Vantage Financial Partners (Illinois)
Illinois
$1.12M -$85K -2,700 -7%
VHAM
12
Van Hulzen Asset Management
California
$1.04M -$115K -3,649 -9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$627K +$175K +5,550 +35%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$555K +$602K +19,107 New
CA
15
Corrado Advisors
New Jersey
$513K -$9.29K -295 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$476K -$1.7M -54,048 -77%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$412K +$70.9K +2,252 +19%
UBS Group
18
UBS Group
Switzerland
$287K +$306K +9,711 +5,395%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$209K +$226K +7,183 New
IA
20
IFP Advisors
Florida
$150K
AG
21
Advisor Group
Arizona
$32K +$34.3K +1,091 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$9K
CPA
23
Capital Planning Advisors
California
-$312K -8,927 Closed

KLDW Hedge Fund Activity: Q4 2018 in Review

22 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2018, worth a combined $121M — down 19% from $148M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.94M. The largest seller was Carroll Financial Associates, cutting an estimated $6.04M.

  • 22 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $121M of Knowledge Leaders Developed World ETF stock for Q4 2018, down 19% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2018 and 1 closed out, a net change of +4 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q4 2018 was Citadel Advisors, an estimated $3.94M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q4 2018 was Carroll Financial Associates, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2018.