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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

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

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $174M → $173M (-$103K)

12% less funds holding

Funds holding: 2522 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

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
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$120M -$93.9K -1,963 -0.1%
CPA
2
Capital Planning Advisors
California
$14.4M +$333K +6,957 +2%
CAN
3
Cetera Advisor Networks
California
$13.4M -$2.08M -43,451 -13%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.6M +$745K +15,578 +6%
RJA
5
Raymond James & Associates
Florida
$4.97M +$130K +2,715 +3%
VCM
6
Vivaldi Capital Management
Illinois
$2.39M +$33.5K +700 +1%
HIA
7
Harbor Investment Advisory
Maryland
$1.55M -$15.9K -332 -1%
Jane Street
8
Jane Street
New York
$1.43M +$217K +4,534 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$826K -$14.8K -310 -2%
LPL Financial
10
LPL Financial
California
$531K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$507K -$43.2K -903 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$246K -$1.24K -26 -0.5%
FF
13
Fluent Financial
Texas
$205K
Wells Fargo
14
Wells Fargo
California
$127K +$129K +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 +$65.1K +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 -$957 -20 -3%
Morgan Stanley
21
Morgan Stanley
New York
$13K +$11.9K +249 +1,083%
HI
22
Harbour Investments
Wisconsin
$3K +$48 +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

KLDW Hedge Fund Activity: Q3 2021 in Review

22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q3 2021, worth a combined $173M — down 0.06% from $174M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KLDW and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was HighTower Advisors, adding an estimated $745K. The largest seller was Cetera Advisor Networks, cutting an estimated $2.08M.

  • 22 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q3 2021, down from 25 in Q2 2021.
  • Funds reported $173M of Knowledge Leaders Developed World ETF stock for Q3 2021, down 0.06% quarter-over-quarter.
  • 1 fund opened new Knowledge Leaders Developed World ETF positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q3 2021 was HighTower Advisors, an estimated $745K added.
  • The largest Knowledge Leaders Developed World ETF seller in Q3 2021 was Cetera Advisor Networks, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2021.