KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
8 hedge funds and large institutions have $22M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
7% more capital invested
Capital invested by funds: $20.6M → $22M (+$1.41M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.55% less ownership
Funds ownership: 83.33% → 70.79% (-13%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$51.6K |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$38.9K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.47K |
| 4 |
JP Morgan Chase
New York
|
+$2.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$296K |
| 2 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$75.4K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.93K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
| $19.6M | -$75.4K | -3,497 | -0.4% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.91M | -$18.5K | -856 | -1% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $335K | -$7.93K | -368 | -2% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | +$51.6K | +2,391 | New |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $38.7K | +$38.9K | +1,806 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $24.7K | -$3.02K | -140 | -11% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $6.42K | +$6.47K | +300 | New |
|
|
8
JP Morgan Chase
New York
| $3K | +$2.57K | +119 | New |
|
|
9
Goldman Sachs
New York
| – | -$296K | -15,000 | Closed |
|
KVLE Hedge Fund Activity: Q4 2022 in Review
8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q4 2022, worth a combined $22M — up 6.8% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KVLE positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $51.6K. The largest seller was Goldman Sachs, exiting entirely with an estimated $296K sold.
- 8 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $22M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q4 2022, up 6.8% quarter-over-quarter.
- 4 funds opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q4 2022 was Carson Wealth (CWM LLC), an estimated $51.6K added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q4 2022 was Goldman Sachs, an estimated $296K sold.
Based on aggregated 13F filings for Q4 2022.