Simplify Affinity World Leaders Equity ETF
WLDR
10 hedge funds and large institutions have $34.9M invested in Simplify Affinity World Leaders Equity ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more capital invested
Capital invested by funds: $34.9M → $34.9M (+$2.28K)
4.25% less ownership
Funds ownership: 98.53% → 94.28% (-4.3%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
+$1.26M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$215K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.88K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$74 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$962K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$278K |
| 4 |
Jane Street
New York
|
-$236K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Silverhawk Asset Management
Scottsdale,
Arizona
| $14.5M | +$1.26M | +51,062 | +9% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $14.1M | -$1.46M | -59,195 | -9% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $1.95M | +$215K | +8,724 | +12% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.4M | -$962K | -39,061 | -41% |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| $1.11M | +$4.88K | +198 | +0.4% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $797K | -$278K | -11,298 | -26% |
|
|
7
Jane Street
New York
| $543K | -$236K | -9,596 | -30% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $463K | -$114K | -4,608 | -20% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $74 | +$74 | +3 | New |
|
WLDR Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2023, worth a combined $34.9M — up 0.01% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WLDR positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Silverhawk Asset Management, adding an estimated $1.26M. The largest seller was Sowell Financial Services, cutting an estimated $1.46M.
- 10 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $34.9M of Simplify Affinity World Leaders Equity ETF stock for Q1 2023, up 0.01% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2023 was Silverhawk Asset Management, an estimated $1.26M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2023 was Sowell Financial Services, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2023.