Simplify Affinity World Leaders Equity ETF
WLDR
7 hedge funds and large institutions have $28.8M invested in Simplify Affinity World Leaders Equity ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
1% more capital invested
Capital invested by funds: $28.6M → $28.8M (+$211K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.3% less ownership
Funds ownership: 81.69% → 76.39% (-5.3%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
+$5.49M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.13M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$3.79M |
| 2 |
Jane Street
New York
|
-$1.09M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$854K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Silverhawk Asset Management
Scottsdale,
Arizona
| $17.3M | +$5.49M | +209,538 | +46% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $8.3M | -$3.79M | -144,682 | -31% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $1.12M | +$1.13M | +43,231 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.05M | -$208K | -7,927 | -16% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $530K | -$854K | -32,583 | -62% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $499K | +$503K | +19,189 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $3K | -$14.9K | -569 | -85% |
|
|
8
Jane Street
New York
| – | -$1.09M | -40,506 | Closed |
|
WLDR Hedge Fund Activity: Q1 2022 in Review
7 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2022, worth a combined $28.8M — up 0.74% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLDR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Silverhawk Asset Management, adding an estimated $5.49M. The largest seller was Sowell Financial Services, cutting an estimated $3.79M.
- 7 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2022, up from 6 in Q4 2021.
- Funds reported $28.8M of Simplify Affinity World Leaders Equity ETF stock for Q1 2022, up 0.74% quarter-over-quarter.
- 2 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2022 was Silverhawk Asset Management, an estimated $5.49M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2022 was Sowell Financial Services, an estimated $3.79M sold.
Based on aggregated 13F filings for Q1 2022.