Simplify Affinity World Leaders Equity ETF
WLDR
9 hedge funds and large institutions have $34.9M invested in Simplify Affinity World Leaders Equity ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
433% more capital inflows, than outflows
Capital inflows: $5.74M | Capital outflows: $1.08M
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
13.53% more ownership
Funds ownership: 85% → 98.53% (+14%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.53M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$92.2K |
| 4 |
GeoWealth Management
Chicago,
Illinois
|
+$48.3K |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
+$9.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$904K |
| 2 |
Flow Traders U.S.
New York
|
-$91.9K |
| 3 |
Jane Street
New York
|
-$81.3K |
WLDR Hedge Fund Activity: Q4 2022 in Review
9 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2022, worth a combined $34.9M — up 33% from $26.2M a quarter earlier.
Fund positioning in WLDR was balanced in Q4 2022: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $4.06M. The largest seller was Silverhawk Asset Management, cutting an estimated $904K.
- 9 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $34.9M of Simplify Affinity World Leaders Equity ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2022 and 0 closed out.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2022 was Sowell Financial Services, an estimated $4.06M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2022 was Silverhawk Asset Management, an estimated $904K sold.
Based on aggregated 13F filings for Q4 2022.