Fundamentals First ETF
KNOW
3 hedge funds and large institutions have $624K invested in Fundamentals First ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
17.08% less ownership
Funds ownership: 31.63% → 14.56% (-17%)
25% less funds holding
Funds holding: 4 → 3 (-1)
27% less capital invested
Capital invested by funds: $859K → $624K (-$235K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$231 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$213K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.6K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $343K | -$16.6K | -1,514 | -5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $280K | -$213K | -19,363 | -43% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.31K | +$231 | +21 | +21% |
|
|
4
Fidelity Investments
Boston,
Massachusetts
| – | -$11 | -1 | Closed |
|
KNOW Hedge Fund Activity: Q4 2024 in Review
3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fundamentals First ETF (KNOW) for Q4 2024, worth a combined $624K — down 27% from $859K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of KNOW and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $231. The largest seller was Citadel Advisors, cutting an estimated $213K.
- 3 institutional investors held Fundamentals First ETF (KNOW) as of Q4 2024, down from 4 in Q3 2024.
- Funds reported $624K of Fundamentals First ETF stock for Q4 2024, down 27% quarter-over-quarter.
- 0 funds opened new Fundamentals First ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Fundamentals First ETF buyer in Q4 2024 was UBS Group, an estimated $231 added.
- The largest Fundamentals First ETF seller in Q4 2024 was Citadel Advisors, an estimated $213K sold.
Based on aggregated 13F filings for Q4 2024.