Simplify Affinity World Leaders Equity ETF
WLDR
8 hedge funds and large institutions have $28M invested in Simplify Affinity World Leaders Equity ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
14% more funds holding
Funds holding: 7 → 8 (+1)
7.62% more ownership
Funds ownership: 76.39% → 84% (+7.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $28.8M → $28M (-$816K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.26M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$262K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$498K |
| 2 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$246K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$73.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Silverhawk Asset Management
Scottsdale,
Arizona
| $14.5M | -$246K | -10,051 | -2% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $10.9M | +$4.26M | +173,902 | +54% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $1.2M | +$262K | +10,698 | +25% |
|
|
4
Citadel Advisors
Miami,
Florida
| $443K | -$498K | -20,312 | -50% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $430K | +$4.9K | +200 | +1% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $386K | -$73.1K | -2,983 | -15% |
|
|
7
UBS Group
Zurich,
Switzerland
| $23K | +$23K | +939 | +939% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $1K | +$1.15K | +47 | New |
|
WLDR Hedge Fund Activity: Q2 2022 in Review
8 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2022, worth a combined $28M — down 2.8% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WLDR positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $4.26M. The largest seller was Citadel Advisors, cutting an estimated $498K.
- 8 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2022, up from 7 in Q1 2022.
- Funds reported $28M of Simplify Affinity World Leaders Equity ETF stock for Q2 2022, down 2.8% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2022 and 0 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2022 was Sowell Financial Services, an estimated $4.26M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2022 was Citadel Advisors, an estimated $498K sold.
Based on aggregated 13F filings for Q2 2022.