Affinity World Leaders Equity ETF
WLDR
WLDR
13 hedge funds and large institutions have $43.2M invested in Affinity World Leaders Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
0.63% less ownership
Funds ownership: 87.06% → 86.44% (-0.63%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Holders
13
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.78M | |
| 2 | +$1.63M | |
| 3 | +$10.3K | |
| 4 |
Jane Street
New York
|
+$6.38K |
Top Sellers
| 1 | -$417K | |
| 2 | -$49K | |
| 3 | -$44.2K | |
| 4 |
AssetMark Inc
Concord,
California
|
-$111 |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$37 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $35.6M |
|
|||
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.99M |
|
|||
|
SL
3
Systelligence LLC
Bloomington,
Minnesota
| $2.71M |
|
|||
4
Citadel Advisors
Miami,
Florida
| $766K |
|
|||
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $308K |
|
|||
|
6
Jane Street
New York
| $267K |
|
|||
|
NG
7
Norden Group
Provo,
Utah
| $231K |
|
|||
8
Osaic Holdings
Scottsdale,
Arizona
| $192K |
|
|||
|
NS
9
NBC Securities
Birmingham,
Alabama
| $72.2K |
|
|||
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $58K |
|
|||
11
Morgan Stanley
New York
| $10.3K |
|
|||
|
12
AssetMark Inc
Concord,
California
| $10.1K |
|
|||
|
GRP
13
Global Retirement Partners
San Rafael,
California
| $6K |
|
|||
14
UBS Group
Zurich,
Switzerland
| – |
|