KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
6 hedge funds and large institutions have $24.6M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
0.1% more ownership
Funds ownership: 81.61% → 81.71% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $24.9M → $24.6M (-$290K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$27.3K |
| 2 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$15K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$5.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$961K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$51.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
| $22.2M | -$961K | -38,734 | -4% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.95M | -$51.7K | -2,085 | -3% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $343K | -$17.1K | -689 | -5% |
|
|
PFGIA
4
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $107K | +$5.43K | +219 | +5% |
|
|
5
UBS Group
Zurich,
Switzerland
| $29K | +$27.3K | +1,102 | +1,113% |
|
|
MAM
6
Meeder Asset Management
Dublin,
Ohio
| $15K | +$15K | +606 | New |
|
KVLE Hedge Fund Activity: Q4 2021 in Review
6 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q4 2021, worth a combined $24.6M — down 1.2% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new KVLE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $27.3K. The largest seller was 3D/L Capital Management, cutting an estimated $961K.
- 6 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $24.6M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 1 fund opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q4 2021 was UBS Group, an estimated $27.3K added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q4 2021 was 3D/L Capital Management, an estimated $961K sold.
Based on aggregated 13F filings for Q4 2021.