Simplify Affinity World Leaders Equity ETF
WLDR
3 hedge funds and large institutions have $594K invested in Simplify Affinity World Leaders Equity ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1.59% more ownership
Funds ownership: 11.74% → 13.33% (+1.6%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10% less capital invested
Capital invested by funds: $657K → $594K (-$63K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$93.3K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$139K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $577K | +$93.3K | +4,189 | +19% |
|
|
2
UBS Group
Zurich,
Switzerland
| $15K | -$17.5K | -786 | -54% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $2K | +$2.83K | +127 | New |
|
|
SMFS
4
Squar Milner Financial Services
Irvine,
California
| – | -$139K | -6,230 | Closed |
|
WLDR Hedge Fund Activity: Q2 2019 in Review
3 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2019, worth a combined $594K — down 9.6% from $657K a quarter earlier.
Fund positioning in WLDR was balanced in Q2 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $93.3K. The largest seller was Squar Milner Financial Services, exiting entirely with an estimated $139K sold.
- 3 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $594K of Simplify Affinity World Leaders Equity ETF stock for Q2 2019, down 9.6% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2019 and 1 closed out, a net change of 0 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2019 was Jane Street, an estimated $93.3K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2019 was Squar Milner Financial Services, an estimated $139K sold.
Based on aggregated 13F filings for Q2 2019.