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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

20 hedge funds and large institutions have $37M invested in Knowledge Leaders Developed World ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% less funds holding

Funds holding: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less capital invested

Capital invested by funds: $165M → $37M (-$128M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1
Capital Planning Advisors
California
$12.7M +$6.8K +158 +0.1%
HighTower Advisors
2
HighTower Advisors
Illinois
$12.2M +$433K +10,059 +4%
RJA
3
Raymond James & Associates
Florida
$4.43M -$283K -6,579 -6%
VCM
4
Vivaldi Capital Management
Illinois
$1.91M -$19.7K -457 -0.9%
Jane Street
5
Jane Street
New York
$1.21M +$420K +9,757 +51%
HIA
6
Harbor Investment Advisory
Maryland
$1.18M -$105K -2,434 -8%
FTUS
7
Flow Traders U.S.
New York
$777K +$379K +8,798 +91%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$767K +$19.3K +448 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$434K -$6.8K -158 -2%
LPL Financial
10
LPL Financial
California
$417K -$164K -3,814 -28%
LA
11
Lakeside Advisors
Washington
$292K -$15.1K -350 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$230K +$3.01K +70 +1%
RCM
13
Raleigh Capital Management
North Carolina
$116K +$118K +2,750 New
TWM
14
Tradition Wealth Management
Minnesota
$90K
Wells Fargo
15
Wells Fargo
California
$72K -$42.2K -980 -36%
SQA
16
Simon Quick Advisors
New Jersey
$61K
UBS Group
17
UBS Group
Switzerland
$43K +$44.4K +1,032 New
SPWG
18
Sage Private Wealth Group
Illinois
$25K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$24K
Morgan Stanley
20
Morgan Stanley
New York
$10K -$1.89K -44 -16%
FF
21
Fluent Financial
Texas
-$209K -4,374 Closed

KLDW Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q1 2022, worth a combined $37M — down 78% from $165M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new KLDW positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $433K. The largest seller was Raymond James & Associates, cutting an estimated $283K.

  • 20 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q1 2022, down from 21 in Q4 2021.
  • Funds reported $37M of Knowledge Leaders Developed World ETF stock for Q1 2022, down 78% quarter-over-quarter.
  • 2 funds opened new Knowledge Leaders Developed World ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest Knowledge Leaders Developed World ETF buyer in Q1 2022 was HighTower Advisors, an estimated $433K added.
  • The largest Knowledge Leaders Developed World ETF seller in Q1 2022 was Raymond James & Associates, an estimated $283K sold.

Based on aggregated 13F filings for Q1 2022.