Knowledge Leaders Developed World ETF
KLDW
KLDW was delisted on the 19th of July, 2024.
19 hedge funds and large institutions have $115M invested in Knowledge Leaders Developed World ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% less funds holding
Funds holding: 22 → 19 (-3)
23% less capital invested
Capital invested by funds: $148M → $115M (-$33.6M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$3.01M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$796K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$721K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$199K |
| 5 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
+$34.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.62M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.94M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$468K |
| 4 |
LPL Financial
San Diego,
California
|
-$464K |
| 5 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$358K |
KLDW Hedge Fund Activity: Q1 2020 in Review
19 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q1 2020, worth a combined $115M — down 23% from $148M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KLDW and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Carroll Financial Associates, adding an estimated $3.01M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.62M sold.
- 19 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q1 2020, down from 22 in Q4 2019.
- Funds reported $115M of Knowledge Leaders Developed World ETF stock for Q1 2020, down 23% quarter-over-quarter.
- 3 funds opened new Knowledge Leaders Developed World ETF positions in Q1 2020 and 5 closed out, a net change of -2 holders.
- The largest Knowledge Leaders Developed World ETF buyer in Q1 2020 was Carroll Financial Associates, an estimated $3.01M added.
- The largest Knowledge Leaders Developed World ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $3.62M sold.
Based on aggregated 13F filings for Q1 2020.