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 |
WLDR Hedge Fund Activity: Q2 2023 in Review
11 of the 6,383 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.