Simplify Affinity World Leaders Equity ETF
WLDR
7 hedge funds and large institutions have $12.7M invested in Simplify Affinity World Leaders Equity ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
67% more capital invested
Capital invested by funds: $7.57M → $12.7M (+$5.09M)
7.77% more ownership
Funds ownership: 69.7% → 77.47% (+7.8%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.28M |
| 3 |
Jane Street
New York
|
+$418K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.47K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$733 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$648K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$163 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $10.4M | +$3.76M | +184,734 | +57% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.28M | +$1.28M | +62,860 | New |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $574K | -$648K | -31,820 | -53% |
|
|
4
Jane Street
New York
| $419K | +$418K | +20,531 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $6K | +$733 | +36 | +13% |
|
|
6
UBS Group
Zurich,
Switzerland
| $5K | -$163 | -8 | -3% |
|
|
AA
7
Advisory Alpha
Holland,
Michigan
| $1K | +$1.47K | +72 | New |
|
WLDR Hedge Fund Activity: Q3 2020 in Review
7 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2020, worth a combined $12.7M — up 67% from $7.57M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLDR positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $3.76M. The largest seller was Anfield Capital Management, cutting an estimated $648K.
- 7 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2020, up from 4 in Q2 2020.
- Funds reported $12.7M of Simplify Affinity World Leaders Equity ETF stock for Q3 2020, up 67% quarter-over-quarter.
- 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2020 was Sowell Financial Services, an estimated $3.76M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2020 was Anfield Capital Management, an estimated $648K sold.
Based on aggregated 13F filings for Q3 2020.