KLDW

Knowledge Leaders Developed World ETF
KLDW

Overview Fund Activity
Delisted

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

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13 hedge funds and large institutions have $106M invested in Knowledge Leaders Developed World ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
-3
Holders Change %
-18.75%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$87.2M
2
Citadel Advisors
Citadel Advisors
Florida
$3.32M
3
CPA
Capital Planning Advisors
California
$9.96M
4
LPL Financial
LPL Financial
California
$311K
5
Osaic Holdings
Osaic Holdings
Arizona
$23.1K

Top Sellers

1
Jane Street
Jane Street
New York
$3.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
NRC
New Republic Capital
North Carolina
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$87.2M +$87.2M +2,264,590 New
CPA
2
Capital Planning Advisors
California
$9.96M +$63.8K +1,657 +0.6%
Jane Street
3
Jane Street
New York
$3.7M -$2.91M -75,599 -44%
Citadel Advisors
4
Citadel Advisors
Florida
$3.32M +$817K +21,230 +33%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$870K -$75.2K -1,954 -8%
RJA
6
Raymond James & Associates
Florida
$337K -$1.69K -44 -0.5%
LPL Financial
7
LPL Financial
California
$311K +$25.9K +674 +9%
LA
8
Lakeside Advisors
Washington
$223K – – –
LNC
9
Lincoln National Corp
Pennsylvania
$202K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$182K -$32.7K -851 -15%
TWM
11
Tradition Wealth Management
Minnesota
$84K – – –
UBS Group
12
UBS Group
Switzerland
$38.7K +$22.2K +577 +135%
Osaic Holdings
13
Osaic Holdings
Arizona
$23.1K +$23.1K +600 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
– -$455K -11,082 Closed
NRC
15
New Republic Capital
North Carolina
– -$292K -7,164 Closed
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
– -$242K -5,923 Closed
RJFSA
17
Raymond James Financial Services Advisors
Florida
– -$229K -5,614 Closed
MCM
18
MAI Capital Management
Ohio
– -$204K -5,000 Closed