Simplify Affinity World Leaders Equity ETF
WLDR
11 hedge funds and large institutions have $39.1M invested in Simplify Affinity World Leaders Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $34.9M → $39.1M (+$4.2M)
10% more funds holding
Funds holding: 10 → 11 (+1)
5.55% more ownership
Funds ownership: 94.28% → 99.83% (+5.6%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.69M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$580K |
| 3 |
Jane Street
New York
|
+$396K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.35K |
| 5 |
HFS
HBC Financial Services
Seattle,
Washington
|
+$5.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 2 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$1.01M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$467K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $18.7M | +$3.69M | +147,695 | +26% |
|
|
SAM
2
Silverhawk Asset Management
Scottsdale,
Arizona
| $14.3M | -$1.01M | -40,208 | -7% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $2.67M | +$580K | +23,208 | +29% |
|
|
GM
4
GeoWealth Management
Chicago,
Illinois
| $1.17M | -$3K | -120 | -0.3% |
|
|
5
Jane Street
New York
| $988K | +$396K | +15,844 | +72% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $490K | – | – | – |
|
|
FTUS
7
Flow Traders U.S.
New York
| $357K | -$467K | -18,660 | -58% |
|
|
8
Citadel Advisors
Miami,
Florida
| $311K | -$1.13M | -45,014 | -79% |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | +$6.35K | +254 | New |
|
|
HFS
10
HBC Financial Services
Seattle,
Washington
| $6K | +$5.78K | +231 | New |
|
11
UBS Group
Zurich,
Switzerland
| $3.83K | +$3.6K | +144 | +4,800% |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -100 | Closed |
|
WLDR Hedge Fund Activity: Q2 2023 in Review
11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2023, worth a combined $39.1M — up 12% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLDR positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $3.69M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.
- 11 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $39.1M of Simplify Affinity World Leaders Equity ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 2 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2023 was Sowell Financial Services, an estimated $3.69M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2023.