Kraneshares Value Line DynamKVLEETF

13F holders, Q2 2024 (June 30)
13holders −1
2new positions
2sold out
$24.48avg. 13F price*

At the end of Q2 2024, 13 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Freedom Investment Management, Inc. ($20.6M), Envestnet Asset Management Inc. ($1.3M) and Susquehanna International Group, LLP ($646K).

Company
Kraneshares Value Line Dynam
CUSIP
500767645
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 14Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 15Q4 2024Q1 2025: 12Q1 2025Q2 2025: 14Q2 2025Q3 2025: 12Q3 2025Q4 2025: 14Q4 2025Q1 2026: 12Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$60K
Exits2$2K

All 13F filers, Q1 2024 → Q2 2024: 5,031 shares bought and 8,949 shares sold, net −3,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Freedom Investment Management, Inc. 1.68% Add +0.1% 839,985 $20.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.2% 54,893 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -5.8% 26,376 $646K
GTS Securities LLC 0.01% Reduce -9.0% 25,180 $616K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.8% 11,929 $292K
Cwm, LLC 0.00% No change 2,391 $59K
ORG Partners LLC 0.01% New 2,249 $55K
Global Retirement Partners, LLC 0.00% Reduce -21.3% 1,163 $28K
Osaic Holdings, Inc. 0.00% Reduce -4.5% 1,101 $27K
Geneos Wealth Management Inc. 0.00% No change 300 $7K
EverSource Wealth Advisors, LLC 0.00% No change 243 $6K
Tucker Asset Management LLC 0.00% No change 217 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% New 199 $5K

"% of holder's portfolio" is KVLE's weight in each manager's 13F, not the share of Kraneshares Value Line Dynam the manager owns.