KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
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.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
|
$20.5M |
| 2 |
EWM
2
EPG Wealth Management
Atlanta,
Georgia
|
$2.99K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$11.6K |
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$0 |
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
|
$348K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
| $20.5M | +$94.3K | +4,235 | +0.5% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.98M | -$7.8K | -350 | -0.4% |
|
|
OP
3
ORG Partners
Roanoke,
Indiana
| $723K | +$723K | +32,472 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $348K | -$290 | -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 | -$14.1K | -632 | -55% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $6.68K | – | – | – |
|
|
EWM
9
EPG Wealth Management
Atlanta,
Georgia
| $2.99K | +$2.99K | +134 | New |
|
|
10
JPMorgan Chase & Co
New York
| – | -$3K | -119 | Closed |
|