Simplify Affinity World Leaders Equity ETF
WLDR
2 hedge funds and large institutions have $782K invested in Simplify Affinity World Leaders Equity ETF in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $758K → $782K (+$24K)
0.45% less ownership
Funds ownership: 21.52% → 21.06% (-0.45%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Affinity Investment Advisors
Newport Beach,
California
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $628K | +$279K | +11,319 | +81% |
|
|
SMFS
2
Squar Milner Financial Services
Irvine,
California
| $154K | – | – | – |
|
|
AIA
3
Affinity Investment Advisors
Newport Beach,
California
| – | -$282K | -11,997 | Closed |
|
WLDR Hedge Fund Activity: Q3 2018 in Review
2 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2018, worth a combined $782K — up 3.2% from $758K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WLDR and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, adding an estimated $279K. The largest seller was Affinity Investment Advisors, exiting entirely with an estimated $282K sold.
- 2 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2018, down from 3 in Q2 2018.
- Funds reported $782K of Simplify Affinity World Leaders Equity ETF stock for Q3 2018, up 3.2% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2018 and 1 closed out, a net change of -1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2018 was Jane Street, an estimated $279K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2018 was Affinity Investment Advisors, an estimated $282K sold.
Based on aggregated 13F filings for Q3 2018.