Simplify Affinity World Leaders Equity ETF
WLDR
13 hedge funds and large institutions have $28.7M invested in Simplify Affinity World Leaders Equity ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.75% less ownership
Funds ownership: 99.83% → 87.08% (-13%)
26% less capital invested
Capital invested by funds: $39.1M → $28.7M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.83M |
| 2 |
Jane Street
New York
|
+$1.61M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.45M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$647K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$416K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$357K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$215K |
WLDR Hedge Fund Activity: Q3 2023 in Review
13 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2023, worth a combined $28.7M — down 26% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WLDR positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $1.83M. The largest seller was Atria Investments, cutting an estimated $416K.
- 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $28.7M of Simplify Affinity World Leaders Equity ETF stock for Q3 2023, down 26% quarter-over-quarter.
- 4 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2023 was Sowell Financial Services, an estimated $1.83M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2023 was Atria Investments, an estimated $416K sold.
Based on aggregated 13F filings for Q3 2023.