Simplify Affinity World Leaders Equity ETF
WLDR
9 hedge funds and large institutions have $26.2M invested in Simplify Affinity World Leaders Equity ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
1% more ownership
Funds ownership: 84% → 85% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $28M → $26.2M (-$1.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$972K |
| 2 |
Jane Street
New York
|
+$801K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$689K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$366K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$1.77M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$913K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$23K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Silverhawk Asset Management
Scottsdale,
Arizona
| $11.9M | -$1.77M | -77,483 | -12% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $9.31M | -$913K | -40,059 | -8% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $1.44M | +$366K | +16,072 | +30% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $979K | +$689K | +30,225 | +174% |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| $879K | +$972K | +42,667 | New |
|
|
6
Jane Street
New York
| $723K | +$801K | +35,167 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $602K | +$213K | +9,356 | +47% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $399K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$2.28K | +100 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$23K | -1,039 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$1K | -47 | Closed |
|
WLDR Hedge Fund Activity: Q3 2022 in Review
9 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2022, worth a combined $26.2M — down 6.3% from $28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLDR positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $972K. The largest seller was Silverhawk Asset Management, cutting an estimated $1.77M.
- 9 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $26.2M of Simplify Affinity World Leaders Equity ETF stock for Q3 2022, down 6.3% quarter-over-quarter.
- 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2022 was GeoWealth Management, an estimated $972K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2022 was Silverhawk Asset Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2022.