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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

25 hedge funds and large institutions have $174M invested in Knowledge Leaders Developed World ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

19% more funds holding

Funds holding: 2125 (+4)

7% more capital invested

Capital invested by funds: $161M → $174M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$119M +$974K +21,376 +0.8%
CAN
2
Cetera Advisor Networks
California
$15.4M -$95.5K -2,095 -0.6%
CPA
3
Capital Planning Advisors
California
$14M +$296K +6,504 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$11.8M +$1.97M +43,240 +21%
RJA
5
Raymond James & Associates
Florida
$4.82M +$404K +8,861 +9%
VCM
6
Vivaldi Capital Management
Illinois
$2.41M
HIA
7
Harbor Investment Advisory
Maryland
$1.56M +$5.92K +130 +0.4%
Jane Street
8
Jane Street
New York
$1.21M +$785K +17,216 +197%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$836K +$47K +1,031 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$546K -$4.56K -100 -0.8%
LPL Financial
11
LPL Financial
California
$528K -$22.8K -501 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$246K -$1.14K -25 -0.5%
LNC
13
Lincoln National Corp
Pennsylvania
$236K -$3.05K -67 -1%
FF
14
Fluent Financial
Texas
$204K +$199K +4,374 New
TWM
15
Tradition Wealth Management
Minnesota
$99K
SQA
16
Simon Quick Advisors
New Jersey
$68K
WP
17
WealthShield Partners
North Carolina
$47K
AWA
18
Arkadios Wealth Advisors
Georgia
$46K
ASN
19
Advisory Services Network
Georgia
$41K +$39.9K +875 New
SPWG
20
Sage Private Wealth Group
Illinois
$28K
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$28K +$27.3K +600 New
SB
22
Strategic Blueprint
Georgia
$26K +$25K +548 New
HI
23
Harbour Investments
Wisconsin
$3K
Morgan Stanley
24
Morgan Stanley
New York
$1K +$1.05K +23 New
Citadel Advisors
25
Citadel Advisors
Florida
-$2.7M -61,547 Closed

KLDW Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2021, worth a combined $174M — up 7.5% from $161M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.7M sold.

  • 25 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2021, up from 21 in Q1 2021.
  • Funds reported $174M of Knowledge Leaders Developed World ETF stock for Q2 2021, up 7.5% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q2 2021 and 1 closed out, a net change of +4 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q2 2021 was HighTower Advisors, an estimated $1.97M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2021.