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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 $157M invested in Knowledge Leaders Developed World ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $153M → $157M (+$4.12M)

0% more funds holding

Funds holding: 2424 (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: 4 | Existing positions closed: 4

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
11
Reduced
6
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
$106M +$3.16M +78,821 +3%
CAN
2
Cetera Advisor Networks
California
$14.9M -$12.5M -312,839 -47%
CPA
3
Capital Planning Advisors
California
$11M +$368K +9,198 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.44M +$31.8K +794 +0.4%
RJA
5
Raymond James & Associates
Florida
$3.89M +$2.9M +72,432 +370%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$3.43M -$130K -3,250 -4%
VCM
7
Vivaldi Capital Management
Illinois
$2.13M +$360 +9 +0%
Citadel Advisors
8
Citadel Advisors
Florida
$1.93M -$3.54M -88,422 -66%
HIA
9
Harbor Investment Advisory
Maryland
$1.44M +$18K +450 +1%
Jane Street
10
Jane Street
New York
$1.24M -$898K -22,409 -43%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$633K +$17.2K +430 +3%
LPL Financial
12
LPL Financial
California
$512K -$304K -7,597 -39%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$470K +$1.88K +47 +0.4%
HBCM
14
Heron Bay Capital Management
Michigan
$246K +$233K +5,822 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$224K +$3.77K +94 +2%
LNC
16
Lincoln National Corp
Pennsylvania
$217K -$63.2K -1,577 -23%
TWM
17
Tradition Wealth Management
Minnesota
$90K +$85.2K +2,128 New
UBS Group
18
UBS Group
Switzerland
$69K +$44.7K +1,117 +216%
SQA
19
Simon Quick Advisors
New Jersey
$62K
AWA
20
Arkadios Wealth Advisors
Georgia
$42K
ASN
21
Advisory Services Network
Georgia
$37K
SPWG
22
Sage Private Wealth Group
Illinois
$25K +$24K +600 New
JP Morgan Chase
23
JP Morgan Chase
New York
$2K +$1.84K +46 New
FF
24
Fluent Financial
Texas
-$2.06M -54,370 Closed
VFPI
25
Vantage Financial Partners (Illinois)
Illinois
-$204K -5,400 Closed

KLDW Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2020, worth a combined $157M — up 2.7% from $153M a quarter earlier.

Fund positioning in KLDW was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $3.16M. The largest seller was Cetera Advisor Networks, cutting an estimated $12.5M.

  • 24 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $157M of Knowledge Leaders Developed World ETF stock for Q4 2020, up 2.7% quarter-over-quarter.
  • 4 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q4 2020 was Carroll Financial Associates, an estimated $3.16M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q4 2020 was Cetera Advisor Networks, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2020.