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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

24 hedge funds and large institutions have $153M invested in Knowledge Leaders Developed World ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding

Funds holding: 1924 (+5)

1% more capital invested

Capital invested by funds: $152M → $153M (+$1.39M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
3
Reduced
13
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$91.9M +$1.24M +33,855 +1%
CAN
2
Cetera Advisor Networks
California
$25.2M -$901K -24,596 -4%
CPA
3
Capital Planning Advisors
California
$9.48M -$7.59M -207,202 -45%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.52M -$1.9M -51,847 -21%
Citadel Advisors
5
Citadel Advisors
Florida
$5.07M +$146K +3,982 +3%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$3.19M -$1.05M -28,528 -25%
FF
7
Fluent Financial
Texas
$2.06M -$1.96M -53,570 -50%
VCM
8
Vivaldi Capital Management
Illinois
$2.02M -$1.82M -49,628 -50%
Jane Street
9
Jane Street
New York
$1.96M +$1.9M +51,745 New
HIA
10
Harbor Investment Advisory
Maryland
$1.27M -$22.3K -610 -2%
LPL Financial
11
LPL Financial
California
$746K -$382K -10,423 -35%
RJA
12
Raymond James & Associates
Florida
$741K +$32.9K +899 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$550K -$51K -1,393 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$419K -$45.1K -1,231 -10%
LNC
15
Lincoln National Corp
Pennsylvania
$254K
VFPI
16
Vantage Financial Partners (Illinois)
Illinois
$204K +$198K +5,400 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$197K -$7.84K -214 -4%
SQA
18
Simon Quick Advisors
New Jersey
$55K +$53.6K +1,462 New
AWA
19
Arkadios Wealth Advisors
Georgia
$38.7K
ASN
20
Advisory Services Network
Georgia
$33K +$32.1K +875 New
Osaic Holdings
21
Osaic Holdings
Arizona
$23K
UBS Group
22
UBS Group
Switzerland
$20K -$112K -3,064 -86%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$6K +$5.31K +145 New
Wells Fargo
24
Wells Fargo
California
-$15.5K -423 -100%

KLDW Hedge Fund Activity: Q3 2020 in Review

24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q3 2020, worth a combined $153M — up 0.92% from $152M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.9M. The largest seller was Capital Planning Advisors, cutting an estimated $7.59M.

  • 24 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q3 2020, up from 19 in Q2 2020.
  • Funds reported $153M of Knowledge Leaders Developed World ETF stock for Q3 2020, up 0.92% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q3 2020 and 0 closed out, a net change of +5 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q3 2020 was Jane Street, an estimated $1.9M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q3 2020 was Capital Planning Advisors, an estimated $7.59M sold.

Based on aggregated 13F filings for Q3 2020.