Simplify Affinity World Leaders Equity ETF
WLDR
3 hedge funds and large institutions have $15.3M invested in Simplify Affinity World Leaders Equity ETF in 2021 Q1 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $14.1M → $15.3M (+$1.13M)
3.19% more ownership
Funds ownership: 77.24% → 80.43% (+3.2%)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$812K |
| 2 |
Jane Street
New York
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$642K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $14.5M | +$812K | +32,747 | +7% |
|
|
2
Jane Street
New York
| $730K | +$152K | +6,121 | +27% |
|
|
3
UBS Group
Zurich,
Switzerland
| $14K | -$4.29K | -173 | -25% |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$1.5M | -65,599 | Closed |
|
|
ACM
5
Anfield Capital Management
Irvine,
California
| – | -$642K | -28,032 | Closed |
|
WLDR Hedge Fund Activity: Q1 2021 in Review
3 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2021, worth a combined $15.3M — up 8% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WLDR and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Sowell Financial Services, adding an estimated $812K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.5M sold.
- 3 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2021, down from 5 in Q4 2020.
- Funds reported $15.3M of Simplify Affinity World Leaders Equity ETF stock for Q1 2021, up 8% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2021 and 2 closed out, a net change of -2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2021 was Sowell Financial Services, an estimated $812K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2021 was Citadel Advisors, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2021.