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Simplify Affinity World Leaders Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6.26% less ownership

Funds ownership: 72.21% → 65.95% (-6.3%)

50% less funds holding

Funds holding: 4 → 2 (-2)

80% less capital inflows, than outflows

Capital inflows: $292K | Capital outflows: $1.49M

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

WLDR Hedge Fund Activity: Q3 2021 in Review

2 of the 5,732 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.