We are live on ! Find out more
KLDW

Knowledge Leaders Developed World ETF

Delisted

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

23 hedge funds and large institutions have $131M invested in Knowledge Leaders Developed World ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more funds holding

Funds holding: 2023 (+3)

4% more capital invested

Capital invested by funds: $127M → $131M (+$4.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
4
Reduced
12
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
$72.6M -$1.67M -50,428 -2%
CAN
2
Cetera Advisor Networks
California
$26M -$457K -13,825 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$9.52M -$94.9K -2,869 -1%
CPA
4
Capital Planning Advisors
California
$7.01M +$5.96M +180,046 +652%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2M -$256K -7,742 -12%
VCM
6
Vivaldi Capital Management
Illinois
$2M -$74.2K -2,244 -4%
FF
7
Fluent Financial
Texas
$1.99M -$221K -6,690 -10%
LPL Financial
8
LPL Financial
California
$1.78M -$1.58M -47,692 -48%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$1.74M +$448K +13,551 +36%
RJA
10
Raymond James & Associates
Florida
$1.49M -$174K -5,261 -11%
Jane Street
11
Jane Street
New York
$1.41M -$130K -3,916 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.15M +$1.13M +34,083 New
VFPI
13
Vantage Financial Partners (Illinois)
Illinois
$614K -$106K -3,200 -15%
Citadel Advisors
14
Citadel Advisors
Florida
$607K +$595K +17,989 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$560K +$241K +7,290 +78%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$449K -$12.9K -391 -3%
VHAM
17
Van Hulzen Asset Management
California
$212K
Wells Fargo
18
Wells Fargo
California
$152K +$149K +4,511 New
UBS Group
19
UBS Group
Switzerland
$151K +$66.7K +2,015 +82%
PA
20
Parallel Advisors
California
$30K +$29.6K +895 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$20K
Morgan Stanley
22
Morgan Stanley
New York
$12K +$11.6K +352 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$10K -$8.27K -250 -45%
Goldman Sachs
24
Goldman Sachs
New York
-$494K -14,818 Closed
Bank of America
25
Bank of America
North Carolina
-$10K -300 Closed

KLDW Hedge Fund Activity: Q3 2019 in Review

23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q3 2019, worth a combined $131M — up 3.8% from $127M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 12 trimmed.

The largest buyer was Capital Planning Advisors, adding an estimated $5.96M. The largest seller was Carroll Financial Associates, cutting an estimated $1.67M.

  • 23 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q3 2019, up from 20 in Q2 2019.
  • Funds reported $131M of Knowledge Leaders Developed World ETF stock for Q3 2019, up 3.8% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q3 2019 and 2 closed out, a net change of +3 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q3 2019 was Capital Planning Advisors, an estimated $5.96M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q3 2019 was Carroll Financial Associates, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2019.