Simplify Affinity World Leaders Equity ETF
WLDR
6 hedge funds and large institutions have $1.73M invested in Simplify Affinity World Leaders Equity ETF in 2020 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
6.87% less ownership
Funds ownership: 47.45% → 40.59% (-6.9%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
39% less capital invested
Capital invested by funds: $2.83M → $1.73M (-$1.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$38.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$396K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$40.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $1.06M | -$40.3K | -1,864 | -3% |
|
|
2
Jane Street
New York
| $282K | -$396K | -18,338 | -53% |
|
|
3
Citadel Advisors
Miami,
Florida
| $235K | +$29.2K | +1,352 | +11% |
|
|
SMFS
4
Squar Milner Financial Services
Irvine,
California
| $106K | – | – | – |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $34K | +$38.6K | +1,785 | +638% |
|
|
6
UBS Group
Zurich,
Switzerland
| $11K | -$2.16K | -100 | -13% |
|
WLDR Hedge Fund Activity: Q1 2020 in Review
6 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2020, worth a combined $1.73M — down 39% from $2.83M a quarter earlier.
Fund positioning in WLDR was balanced in Q1 2020: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $38.6K. The largest seller was Jane Street, cutting an estimated $396K.
- 6 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $1.73M of Simplify Affinity World Leaders Equity ETF stock for Q1 2020, down 39% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2020 and 0 closed out.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2020 was Geneos Wealth Management, an estimated $38.6K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2020 was Jane Street, an estimated $396K sold.
Based on aggregated 13F filings for Q1 2020.