KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
13 hedge funds and large institutions have $20.7M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.11% less ownership
Funds ownership: 70.31% → 67.2% (-3.1%)
7% less capital invested
Capital invested by funds: $22.3M → $20.7M (-$1.56M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$683K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$266K |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$139K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$4.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$730K |
| 2 |
GS
GTS Securities
New York
|
-$471K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$284K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$86.2K |
KVLE Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q3 2023, worth a combined $20.7M — down 7% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KVLE positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was ORG Partners, opening a new position worth an estimated $683K. The largest seller was 3D/L Capital Management, cutting an estimated $730K.
- 13 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $20.7M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q3 2023, down 7% quarter-over-quarter.
- 4 funds opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q3 2023 was ORG Partners, an estimated $683K added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q3 2023 was 3D/L Capital Management, an estimated $730K sold.
Based on aggregated 13F filings for Q3 2023.