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KLDW

Knowledge Leaders Developed World ETF

Delisted

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

18 hedge funds and large institutions have $24.7M invested in Knowledge Leaders Developed World ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $22M → $24.7M (+$2.73M)

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
2
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1
Capital Planning Advisors
California
$9.65M -$422K -11,807 -4%
Jane Street
2
Jane Street
New York
$5.35M +$1.3M +36,319 +32%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.78M +$4.74M +132,629 New
VCM
4
Vivaldi Capital Management
Illinois
$1.87M -$2.11K -59 -0.1%
HIA
5
Harbor Investment Advisory
Maryland
$646K -$88.9K -2,487 -12%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$457K +$431K +12,054 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$350K -$126K -3,512 -27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$256K -$11.1K -310 -4%
LPL Financial
9
LPL Financial
California
$249K -$6.86K -192 -3%
LA
10
Lakeside Advisors
Washington
$209K +$207K +5,800 New
RJA
11
Raymond James & Associates
Florida
$208K +$206K +5,768 New
Citadel Advisors
12
Citadel Advisors
Florida
$200K -$738K -20,648 -79%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$184K -$2.64K -74 -1%
UBS Group
14
UBS Group
Switzerland
$147K -$12.8K -358 -8%
TWM
15
Tradition Wealth Management
Minnesota
$79K +$1.39K +39 +2%
Wells Fargo
16
Wells Fargo
California
$62K -$36 -1 -0.1%
ASN
17
Advisory Services Network
Georgia
$31.6K +$31.3K +875 New
Morgan Stanley
18
Morgan Stanley
New York
$830
HighTower Advisors
19
HighTower Advisors
Illinois
-$3.5M -106,611 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$991K -30,096 Closed
RCM
21
Raleigh Capital Management
North Carolina
-$39K -1,195 Closed
SPWG
22
Sage Private Wealth Group
Illinois
-$20K -600 Closed

KLDW Hedge Fund Activity: Q4 2022 in Review

18 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q4 2022, worth a combined $24.7M — up 12% from $22M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KLDW positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 10 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $4.74M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.5M sold.

  • 18 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $24.7M of Knowledge Leaders Developed World ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Knowledge Leaders Developed World ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest Knowledge Leaders Developed World ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $4.74M added.
  • The largest Knowledge Leaders Developed World ETF seller in Q4 2022 was HighTower Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2022.