KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
9 hedge funds and large institutions have $23.7M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
8% more capital invested
Capital invested by funds: $22M → $23.7M (+$1.68M)
5.08% more ownership
Funds ownership: 70.79% → 75.87% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$92.6K |
| 2 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
+$2.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.8K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.65K |
| 3 |
JP Morgan Chase
New York
|
-$3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$284 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
| $20.5M | +$92.6K | +4,235 | +0.5% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.98M | -$7.65K | -350 | -0.4% |
|
|
OP
3
ORG Partners
Roanoke,
Indiana
| $723K | +$710K | +32,472 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $348K | -$284 | -13 | -0.1% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $53K | – | – | – |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $39.9K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $11.6K | -$13.8K | -632 | -55% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $6.68K | – | – | – |
|
|
EWM
9
EPG Wealth Management
Atlanta,
Georgia
| $2.98K | +$2.93K | +134 | New |
|
|
10
JP Morgan Chase
New York
| – | -$3K | -119 | Closed |
|
KVLE Hedge Fund Activity: Q1 2023 in Review
9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q1 2023, worth a combined $23.7M — up 7.7% from $22M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KVLE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was 3D/L Capital Management, adding an estimated $92.6K. The largest seller was UBS Group, cutting an estimated $13.8K.
- 9 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $23.7M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
- 2 funds opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q1 2023 was 3D/L Capital Management, an estimated $92.6K added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q1 2023 was UBS Group, an estimated $13.8K sold.
Based on aggregated 13F filings for Q1 2023.