Simplify Affinity World Leaders Equity ETF
WLDR
6 hedge funds and large institutions have $2.83M invested in Simplify Affinity World Leaders Equity ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
321% more capital invested
Capital invested by funds: $673K → $2.83M (+$2.16M)
100% more funds holding
Funds holding: 3 → 6 (+3)
35.33% more ownership
Funds ownership: 12.12% → 47.45% (+35%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$287K |
| 2 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
+$144K |
| 3 |
Jane Street
New York
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$715 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $1.53M | +$1.48M | +64,053 | New |
|
|
2
Jane Street
New York
| $831K | +$130K | +5,631 | +19% |
|
|
3
Citadel Advisors
Miami,
Florida
| $296K | +$287K | +12,440 | New |
|
|
SMFS
4
Squar Milner Financial Services
Irvine,
California
| $148K | +$144K | +6,230 | New |
|
5
UBS Group
Zurich,
Switzerland
| $18K | – | – | – |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $6K | -$715 | -31 | -10% |
|
WLDR Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2019, worth a combined $2.83M — up 321% from $673K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLDR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $287K. The largest seller was Geneos Wealth Management, cutting an estimated $715.
- 6 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2019, up from 3 in Q3 2019.
- Funds reported $2.83M of Simplify Affinity World Leaders Equity ETF stock for Q4 2019, up 321% quarter-over-quarter.
- 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2019 and 0 closed out, a net change of +3 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2019 was Citadel Advisors, an estimated $287K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2019 was Geneos Wealth Management, an estimated $715 sold.
Based on aggregated 13F filings for Q4 2019.