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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 $127M invested in Knowledge Leaders Developed World ETF in 2019 Q2 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

25% more funds holding

Funds holding: 1620 (+4)

1% more capital invested

Capital invested by funds: $126M → $127M (+$851K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% 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
$73.4M +$20K +609 +0%
CAN
2
Cetera Advisor Networks
California
$26.1M -$652K -19,822 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.5M -$1.8M -54,775 -16%
LPL Financial
4
LPL Financial
California
$3.35M -$39.7K -1,208 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.24M +$102K +3,115 +5%
FF
6
Fluent Financial
Texas
$2.19M -$354K -10,763 -14%
VCM
7
Vivaldi Capital Management
Illinois
$2.06M -$290K -8,826 -13%
RJA
8
Raymond James & Associates
Florida
$1.65M -$80.7K -2,455 -5%
Jane Street
9
Jane Street
New York
$1.53M +$834K +25,361 +124%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.27M +$178K +5,405 +17%
CPA
11
Capital Planning Advisors
California
$921K +$908K +27,618 New
VFPI
12
Vantage Financial Partners (Illinois)
Illinois
$714K -$151K -4,600 -18%
Goldman Sachs
13
Goldman Sachs
New York
$494K +$487K +14,818 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$457K -$1.48K -45 -0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$311K +$35.4K +1,076 +13%
VHAM
16
Van Hulzen Asset Management
California
$209K -$902K -27,423 -81%
UBS Group
17
UBS Group
Switzerland
$82K +$80.6K +2,452 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$20K -$68.2K -2,075 -78%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$18K +$18.2K +553 New
Bank of America
20
Bank of America
North Carolina
$10K +$9.86K +300 New
Morgan Stanley
21
Morgan Stanley
New York
-$31K -945 Closed

KLDW Hedge Fund Activity: Q2 2019 in Review

20 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2019, worth a combined $127M — up 0.68% from $126M 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 Capital Planning Advisors, opening a new position worth an estimated $908K. The largest seller was HighTower Advisors, cutting an estimated $1.8M.

  • 20 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2019, up from 16 in Q1 2019.
  • Funds reported $127M of Knowledge Leaders Developed World ETF stock for Q2 2019, up 0.68% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q2 2019 and 1 closed out, a net change of +4 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q2 2019 was Capital Planning Advisors, an estimated $908K added.
  • The largest Knowledge Leaders Developed World ETF seller in Q2 2019 was HighTower Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2019.