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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

21 hedge funds and large institutions have $165M invested in Knowledge Leaders Developed World ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $173M → $165M (-$8.16M)

5% less funds holding

Funds holding: 2221 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
8
Reduced
4
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
$123M +$430K +9,004 +0.4%
CPA
2
Capital Planning Advisors
California
$14.5M -$219K -4,583 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.4M +$546K +11,453 +4%
RJA
4
Raymond James & Associates
Florida
$5.35M +$282K +5,908 +6%
VCM
5
Vivaldi Capital Management
Illinois
$2.44M +$286 +6 +0%
HIA
6
Harbor Investment Advisory
Maryland
$1.45M -$130K -2,725 -8%
Jane Street
7
Jane Street
New York
$912K -$543K -11,389 -37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$851K +$8.49K +178 +1%
LPL Financial
9
LPL Financial
California
$656K +$114K +2,400 +21%
CWM
10
Collaborative Wealth Management
Florida
$591K +$590K +12,372 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$501K -$15.9K -333 -3%
FTUS
12
Flow Traders U.S.
New York
$463K +$462K +9,682 New
LA
13
Lakeside Advisors
Washington
$349K +$348K +7,300 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$258K +$6.68K +140 +3%
FF
15
Fluent Financial
Texas
$209K
Wells Fargo
16
Wells Fargo
California
$129K
TWM
17
Tradition Wealth Management
Minnesota
$102K +$525 +11 +0.5%
SQA
18
Simon Quick Advisors
New Jersey
$70K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$28K
SPWG
20
Sage Private Wealth Group
Illinois
$28K
Morgan Stanley
21
Morgan Stanley
New York
$13K
CAN
22
Cetera Advisor Networks
California
-$13.4M -287,006 Closed
UBS Group
23
UBS Group
Switzerland
-$64K -1,360 Closed
AWA
24
Arkadios Wealth Advisors
Georgia
-$46K -1,000 Closed
HI
25
Harbour Investments
Wisconsin
-$3K -61 Closed

KLDW Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2021, worth a combined $165M — down 4.7% from $173M a quarter earlier.

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

The largest buyer was HighTower Advisors, adding an estimated $546K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $13.4M sold.

  • 21 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2021, down from 22 in Q3 2021.
  • Funds reported $165M of Knowledge Leaders Developed World ETF stock for Q4 2021, down 4.7% quarter-over-quarter.
  • 3 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2021 and 4 closed out, a net change of -1 holder.
  • The largest Knowledge Leaders Developed World ETF buyer in Q4 2021 was HighTower Advisors, an estimated $546K added.
  • The largest Knowledge Leaders Developed World ETF seller in Q4 2021 was Cetera Advisor Networks, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2021.