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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 $148M invested in Knowledge Leaders Developed World ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $131M → $148M (+$16.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 2322 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% 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
3
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$81.8M +$3.3M +93,432 +4%
CAN
2
Cetera Advisor Networks
California
$29.7M +$1.55M +43,915 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$10.2M -$65.8K -1,864 -0.7%
CPA
4
Capital Planning Advisors
California
$8.61M +$1.01M +28,527 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.62M +$1.41M +39,823 +67%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$2.34M +$439K +12,445 +24%
VCM
7
Vivaldi Capital Management
Illinois
$2.09M -$71.8K -2,034 -3%
FF
8
Fluent Financial
Texas
$1.97M -$180K -5,089 -9%
LPL Financial
9
LPL Financial
California
$1.89M -$33.6K -952 -2%
RJA
10
Raymond James & Associates
Florida
$1.49M -$114K -3,236 -7%
HIA
11
Harbor Investment Advisory
Maryland
$1.2M +$1.16M +32,910 New
Jane Street
12
Jane Street
New York
$1.11M -$403K -11,431 -27%
VFPI
13
Vantage Financial Partners (Illinois)
Illinois
$565K -$95.3K -2,700 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$483K -$1.45K -41 -0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$275K -$936K -26,529 -78%
VHAM
16
Van Hulzen Asset Management
California
$260K +$30.7K +870 +14%
LNC
17
Lincoln National Corp
Pennsylvania
$246K +$239K +6,760 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$213K -$380K -10,769 -65%
Wells Fargo
19
Wells Fargo
California
$164K +$35 +1 +0%
AWA
20
Arkadios Wealth Advisors
Georgia
$36.7K +$35.3K +1,000 New
PA
21
Parallel Advisors
California
$33K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$22K
Citadel Advisors
23
Citadel Advisors
Florida
-$607K -17,989 Closed
UBS Group
24
UBS Group
Switzerland
-$151K -4,467 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$12K -352 Closed

KLDW Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2019, worth a combined $148M — up 13% from $131M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KLDW and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Carroll Financial Associates, adding an estimated $3.3M. The largest seller was Susquehanna International Group, cutting an estimated $936K.

  • 22 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2019, down from 23 in Q3 2019.
  • Funds reported $148M of Knowledge Leaders Developed World ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 3 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2019 and 4 closed out, a net change of -1 holder.
  • The largest Knowledge Leaders Developed World ETF buyer in Q4 2019 was Carroll Financial Associates, an estimated $3.3M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q4 2019 was Susquehanna International Group, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2019.