Simplify Affinity World Leaders Equity ETF
WLDR
2 hedge funds and large institutions have $12.4M invested in Simplify Affinity World Leaders Equity ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10% less capital invested
Capital invested by funds: $13.8M → $12.4M (-$1.38M)
20.92% less ownership
Funds ownership: 72.21% → 51.29% (-21%)
50% less funds holding
Funds holding: 4 → 2 (-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
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.42M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$52K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $12.4M | +$292K | +10,599 | +2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $2K | -$12K | -434 | -84% |
|
|
3
Jane Street
New York
| – | -$1.42M | -52,092 | Closed |
|
|
ACM
4
Anfield Capital Management
Irvine,
California
| – | -$52K | -1,916 | Closed |
|
WLDR Hedge Fund Activity: Q3 2021 in Review
2 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2021, worth a combined $12.4M — down 10% from $13.8M 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 1 added.
The largest buyer was Sowell Financial Services, adding an estimated $292K. The largest seller was Jane Street, exiting entirely with an estimated $1.42M sold.
- 2 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2021, down from 4 in Q2 2021.
- Funds reported $12.4M of Simplify Affinity World Leaders Equity ETF stock for Q3 2021, down 10% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2021 and 2 closed out, a net change of -2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2021 was Sowell Financial Services, an estimated $292K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2021 was Jane Street, an estimated $1.42M sold.
Based on aggregated 13F filings for Q3 2021.