KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
14 hedge funds and large institutions have $23.2M invested in KraneShares Value Line Dynamic Dividend Equity Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $20.7M → $23.2M (+$2.52M)
8% more funds holding
Funds holding: 13 → 14 (+1)
7.48% more ownership
Funds ownership: 67.2% → 74.68% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$18.7M |
| 2 |
GS
GTS Securities
New York
|
+$444K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$213K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.4K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$4.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$141K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$140K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$90.3K |
KVLE Hedge Fund Activity: Q4 2023 in Review
14 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) for Q4 2023, worth a combined $23.2M — up 12% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KVLE positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $18.7M. The largest seller was Strategic Investment Solutions, exiting entirely with an estimated $141K sold.
- 14 institutional investors held KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $23.2M of KraneShares Value Line Dynamic Dividend Equity Index ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 3 funds opened new KraneShares Value Line Dynamic Dividend Equity Index ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF buyer in Q4 2023 was Freedom Investment Management, an estimated $18.7M added.
- The largest KraneShares Value Line Dynamic Dividend Equity Index ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $141K sold.
Based on aggregated 13F filings for Q4 2023.