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KLDW

Knowledge Leaders Developed World ETF
KLDW

Delisted

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

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10 hedge funds and large institutions have $114M invested in Knowledge Leaders Developed World ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $120M → $114M (-$5.74M)

33% less funds holding

Funds holding: 15 → 10 (-5)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
10
Holders Change
-5
Holders Change %
-33.33%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPA
Capital Planning Advisors
California
+$710K
2
BOM
Bank of Marin
California
+$225K
3
Osaic Holdings
Osaic Holdings
Arizona
+$181K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$990K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$571K
4
Jane Street
Jane Street
New York
-$429K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$97.5M -$2.6M -59,152 -3%
CPA
2
Capital Planning Advisors
California
$12.3M +$710K +16,133 +6%
Jane Street
3
Jane Street
New York
$2.58M -$429K -9,739 -14%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$821K -$22K -500 -3%
LPL Financial
5
LPL Financial
California
$288K – – –
BOM
6
Bank of Marin
California
$226K +$225K +5,120 New
LA
7
Lakeside Advisors
Washington
$221K -$35.2K -800 -14%
Osaic Holdings
8
Osaic Holdings
Arizona
$207K +$181K +4,101 +684%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$88K -$10.1K -230 -10%
SAM
10
Smartleaf Asset Management
Massachusetts
$176 – – –
Citadel Advisors
11
Citadel Advisors
Florida
– -$990K -22,154 Closed
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
– -$571K -12,691 Closed
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$246K -5,513 Closed
LNC
14
Lincoln National Corp
Pennsylvania
– -$224K -5,007 Closed
RJA
15
Raymond James & Associates
Florida
– -$211K -4,711 Closed
UBS Group
16
UBS Group
Switzerland
– -$1.34K -30 Closed

KLDW Hedge Fund Activity: Q2 2024 in Review

10 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Knowledge Leaders Developed World ETF (KLDW) for Q2 2024, worth a combined $114M — down 4.8% from $120M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KLDW and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Capital Planning Advisors, adding an estimated $710K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2.6M.

  • 10 institutional investors held Knowledge Leaders Developed World ETF (KLDW) as of Q2 2024, down from 15 in Q1 2024.
  • Funds reported $114M of Knowledge Leaders Developed World ETF stock for Q2 2024, down 4.8% quarter-over-quarter.
  • 1 fund opened new Knowledge Leaders Developed World ETF positions in Q2 2024 and 6 closed out, a net change of -5 holders.
  • The largest Knowledge Leaders Developed World ETF buyer in Q2 2024 was Capital Planning Advisors, an estimated $710K added.
  • The largest Knowledge Leaders Developed World ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2024.