KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
10 hedge funds and large institutions have $22.3M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.56% less ownership
Funds ownership: 75.87% → 70.31% (-5.6%)
6% less capital invested
Capital invested by funds: $23.7M → $22.3M (-$1.39M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$5.4K |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$2.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.15M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$723K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$215K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$91.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
1
3D/L Capital Management
Hartford,
Connecticut
| $19.6M | -$1.15M | -51,906 | -6% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.79M | -$215K | -9,669 | -11% |
|
|
GS
3
GTS Securities
New York
| $471K | +$463K | +20,836 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $261K | -$91.1K | -4,100 | -26% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $54K | – | – | – |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $33.1K | -$7.58K | -341 | -19% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $6.79K | – | – | – |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.5K | +$5.4K | +243 | New |
|
|
EWM
9
EPG Wealth Management
Atlanta,
Georgia
| $3.03K | – | – | – |
|
|
SIS
10
Strategic Investment Solutions
Orland Park,
Illinois
| $2.17K | +$2.22K | +100 | New |
|
|
OP
11
ORG Partners
Roanoke,
Indiana
| – | -$723K | -32,472 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$11.6K | -520 | Closed |
|
KVLE Hedge Fund Activity: Q2 2023 in Review
10 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q2 2023, worth a combined $22.3M — down 5.9% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KVLE positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.
The largest buyer was EverSource Wealth Advisors, opening a new position worth an estimated $5.4K. The largest seller was 3D/L Capital Management, cutting an estimated $1.15M.
- 10 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q2 2023, up from 9 in Q1 2023.
- Funds reported $22.3M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q2 2023, down 5.9% quarter-over-quarter.
- 3 funds opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q2 2023 was EverSource Wealth Advisors, an estimated $5.4K added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q2 2023 was 3D/L Capital Management, an estimated $1.15M sold.
Based on aggregated 13F filings for Q2 2023.