Simplify Affinity World Leaders Equity ETF
WLDR
4 hedge funds and large institutions have $7.57M invested in Simplify Affinity World Leaders Equity ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 3 closing their positions.
338% more capital invested
Capital invested by funds: $1.73M → $7.57M (+$5.84M)
29.12% more ownership
Funds ownership: 40.59% → 69.7% (+29%)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$282K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$235K |
| 3 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$106K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$43.2K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$33.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $6.36M | +$6.08M | +322,933 | New |
|
|
ACM
2
Anfield Capital Management
Irvine,
California
| $1.2M | -$43.2K | -2,293 | -4% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $5K | -$33.6K | -1,785 | -86% |
|
4
UBS Group
Zurich,
Switzerland
| $5K | -$7.21K | -383 | -59% |
|
|
5
Jane Street
New York
| – | -$282K | -16,544 | Closed |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$235K | -13,792 | Closed |
|
|
SMFS
7
Squar Milner Financial Services
Irvine,
California
| – | -$106K | -6,230 | Closed |
|
WLDR Hedge Fund Activity: Q2 2020 in Review
4 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2020, worth a combined $7.57M — up 338% from $1.73M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WLDR and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $6.08M. The largest seller was Jane Street, exiting entirely with an estimated $282K sold.
- 4 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2020, down from 6 in Q1 2020.
- Funds reported $7.57M of Simplify Affinity World Leaders Equity ETF stock for Q2 2020, up 338% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2020 and 3 closed out, a net change of -2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2020 was Sowell Financial Services, an estimated $6.08M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2020 was Jane Street, an estimated $282K sold.
Based on aggregated 13F filings for Q2 2020.