Simplify Affinity World Leaders Equity ETF
WLDR
5 hedge funds and large institutions have $14.1M invested in Simplify Affinity World Leaders Equity ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $12.7M → $14.1M (+$1.48M)
0.23% less ownership
Funds ownership: 77.47% → 77.24% (-0.23%)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$59.3K |
| 2 |
Jane Street
New York
|
+$38.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$138K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$6K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$953 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $11.5M | -$138K | -6,388 | -1% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.5M | +$59.3K | +2,739 | +4% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $642K | -$953 | -44 | -0.2% |
|
|
4
Jane Street
New York
| $511K | +$38.6K | +1,785 | +9% |
|
|
5
UBS Group
Zurich,
Switzerland
| $16K | +$9.59K | +443 | +172% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| – | -$6K | -316 | Closed |
|
|
AA
7
Advisory Alpha
Holland,
Michigan
| – | -$1K | -72 | Closed |
|
WLDR Hedge Fund Activity: Q4 2020 in Review
5 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2020, worth a combined $14.1M — up 12% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WLDR and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, adding an estimated $59.3K. The largest seller was Sowell Financial Services, cutting an estimated $138K.
- 5 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2020, down from 7 in Q3 2020.
- Funds reported $14.1M of Simplify Affinity World Leaders Equity ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2020 and 2 closed out, a net change of -2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2020 was Citadel Advisors, an estimated $59.3K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2020 was Sowell Financial Services, an estimated $138K sold.
Based on aggregated 13F filings for Q4 2020.