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.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
33% more capital invested
Capital invested by funds: $26.2M → $34.9M (+$8.64M)
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 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.53M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$92.2K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$48.3K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$904K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$91.9K |
| 3 |
Jane Street
New York
|
-$81.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $14.8M | +$4.06M | +176,595 | +39% |
|
|
SAM
2
Silverhawk Asset Management
Scottsdale,
Arizona
| $12.7M | -$904K | -39,329 | -7% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.26M | +$1.53M | +66,714 | +228% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $1.66M | +$9.13K | +397 | +0.6% |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| $1.06M | +$48.3K | +2,101 | +5% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $1.03M | -$91.9K | -3,997 | -8% |
|
|
7
Jane Street
New York
| $746K | -$81.3K | -3,535 | -10% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $552K | +$92.2K | +4,011 | +21% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
WLDR Hedge Fund Activity: Q4 2022 in Review
9 of the 6,221 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.