KLDW

Knowledge Leaders Developed World ETF
KLDW

Overview Fund Activity
Delisted

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

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22 hedge funds and large institutions have $173M invested in Knowledge Leaders Developed World ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-3
Holders Change %
-12%
% 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
1
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$12.6M
2
CPA
Capital Planning Advisors
California
$14.4M
3
Jane Street
Jane Street
New York
$1.43M
4
RJA
Raymond James & Associates
Florida
$4.97M
5
Wells Fargo
Wells Fargo
California
$127K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$13.4M
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
CFA
Carroll Financial Associates
North Carolina
$120M
4
WP
WealthShield Partners
North Carolina
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1
Carroll Financial Associates
North Carolina
$120M -$91.9K -1,963 -0.1%
CPA
2
Capital Planning Advisors
California
$14.4M +$326K +6,957 +2%
CAN
3
Cetera Advisor Networks
California
$13.4M -$2.04M -43,451 -13%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.6M +$729K +15,578 +6%
RJA
5
Raymond James & Associates
Florida
$4.97M +$127K +2,715 +3%
VCM
6
Vivaldi Capital Management
Illinois
$2.39M +$32.8K +700 +1%
HIA
7
Harbor Investment Advisory
Maryland
$1.55M -$15.6K -332 -1%
Jane Street
8
Jane Street
New York
$1.43M +$212K +4,534 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$826K -$14.5K -310 -2%
LPL Financial
10
LPL Financial
California
$531K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$507K -$42.3K -903 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$246K -$1.22K -26 -0.5%
FF
13
Fluent Financial
Texas
$205K – – –
Wells Fargo
14
Wells Fargo
California
$127K +$127K +2,700 +270,000%
TWM
15
Tradition Wealth Management
Minnesota
$100K – – –
SQA
16
Simon Quick Advisors
New Jersey
$68K – – –
UBS Group
17
UBS Group
Switzerland
$64K +$64K +1,360 New
AWA
18
Arkadios Wealth Advisors
Georgia
$46K – – –
SPWG
19
Sage Private Wealth Group
Illinois
$28K – – –
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$27K -$931 -20 -3%
Morgan Stanley
21
Morgan Stanley
New York
$13K +$11.9K +249 +1,083%
HI
22
Harbour Investments
Wisconsin
$3K +$49 +1 +2%
LNC
23
Lincoln National Corp
Pennsylvania
– -$236K -5,073 Closed
WP
24
WealthShield Partners
North Carolina
– -$47K -1,012 Closed
ASN
25
Advisory Services Network
Georgia
– -$41K -875 Closed
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