Simplify Affinity World Leaders Equity ETF
WLDR
4 hedge funds and large institutions have $13.8M invested in Simplify Affinity World Leaders Equity ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
8.21% less ownership
Funds ownership: 80.43% → 72.21% (-8.2%)
10% less capital invested
Capital invested by funds: $15.3M → $13.8M (-$1.47M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$640K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$51.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$216 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $12.3M | -$2.25M | -83,060 | -16% |
|
|
2
Jane Street
New York
| $1.42M | +$640K | +23,655 | +83% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $52K | +$51.8K | +1,916 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $14K | -$216 | -8 | -2% |
|
WLDR Hedge Fund Activity: Q2 2021 in Review
4 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2021, worth a combined $13.8M — down 9.6% from $15.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WLDR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $640K. The largest seller was Sowell Financial Services, cutting an estimated $2.25M.
- 4 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2021, up from 3 in Q1 2021.
- Funds reported $13.8M of Simplify Affinity World Leaders Equity ETF stock for Q2 2021, down 9.6% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2021 and 0 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2021 was Jane Street, an estimated $640K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2021 was Sowell Financial Services, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2021.