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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

19 hedge funds and large institutions have $152M invested in Knowledge Leaders Developed World ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $115M → $152M (+$36.9M)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$82.9M +$1.97M +60,493 +3%
CAN
2
Cetera Advisor Networks
California
$23.9M -$2.13M -65,566 -9%
CPA
3
Capital Planning Advisors
California
$15.8M +$7.54M +231,966 +103%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.67M -$1.66M -51,056 -17%
Citadel Advisors
5
Citadel Advisors
Florida
$4.5M +$4.23M +130,046 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$3.91M +$816K +25,121 +29%
FF
7
Fluent Financial
Texas
$3.74M +$1.74M +53,493 +98%
VCM
8
Vivaldi Capital Management
Illinois
$3.71M +$1.56M +48,145 +93%
HIA
9
Harbor Investment Advisory
Maryland
$1.18M +$8.09K +249 +0.7%
LPL Financial
10
LPL Financial
California
$1.04M -$253K -7,786 -21%
RJA
11
Raymond James & Associates
Florida
$647K -$269K -8,289 -31%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$551K +$518K +15,929 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$426K -$11.1K -341 -3%
LNC
14
Lincoln National Corp
Pennsylvania
$233K +$218K +6,717 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$183K
UBS Group
16
UBS Group
Switzerland
$124K -$75.4K -2,319 -39%
AWA
17
Arkadios Wealth Advisors
Georgia
$35.2K
Osaic Holdings
18
Osaic Holdings
Arizona
$21K -$543K -16,696 -97%
Wells Fargo
19
Wells Fargo
California
$15K +$13.7K +423 +42,300%
Jane Street
20
Jane Street
New York
-$848K -29,414 Closed
VFPI
21
Vantage Financial Partners (Illinois)
Illinois
-$395K -13,700 Closed
ASN
22
Advisory Services Network
Georgia
-$25K -875 Closed

KLDW Hedge Fund Activity: Q2 2020 in Review

19 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2020, worth a combined $152M — up 32% from $115M a quarter earlier.

Fund positioning in KLDW was balanced in Q2 2020: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Capital Planning Advisors, adding an estimated $7.54M. The largest seller was Cetera Advisor Networks, cutting an estimated $2.13M.

  • 19 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $152M of Knowledge Leaders Developed World ETF stock for Q2 2020, up 32% quarter-over-quarter.
  • 3 funds opened new Knowledge Leaders Developed World ETF positions in Q2 2020 and 3 closed out, a net change of 0 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q2 2020 was Capital Planning Advisors, an estimated $7.54M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q2 2020 was Cetera Advisor Networks, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2020.