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Simplify Affinity World Leaders Equity ETF

6 hedge funds and large institutions have $28.6M invested in Simplify Affinity World Leaders Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 26 (+4)

130% more capital invested

Capital invested by funds: $12.4M → $28.6M (+$16.1M)

30.39% more ownership

Funds ownership: 51.29%81.69% (+30%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$12.5M +$65.9K +2,404 +0.5%
SAM
2
Silverhawk Asset Management
Arizona
$12.3M +$12.5M +455,616 New
FTUS
3
Flow Traders U.S.
New York
$1.43M +$1.45M +52,974 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M +$1.32M +48,179 New
Jane Street
5
Jane Street
New York
$1.09M +$1.11M +40,506 New
UBS Group
6
UBS Group
Switzerland
$18K +$16K +584 +687%

WLDR Hedge Fund Activity: Q4 2021 in Review

6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2021, worth a combined $28.6M — up 130% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WLDR positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.45M.

  • 6 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2021, up from 2 in Q3 2021.
  • Funds reported $28.6M of Simplify Affinity World Leaders Equity ETF stock for Q4 2021, up 130% quarter-over-quarter.
  • 4 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
  • The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2021 was Flow Traders U.S., an estimated $1.45M added.

Based on aggregated 13F filings for Q4 2021.