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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $20M | +$1.83M | +70,157 | +10% |
|
|
2
Jane Street
New York
| $2.53M | +$1.61M | +61,721 | +163% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $2.19M | -$416K | -15,970 | -16% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.42M | +$1.45M | +55,603 | +21,891% |
|
|
5
Citadel Advisors
Miami,
Florida
| $934K | +$647K | +24,864 | +208% |
|
|
GM
6
GeoWealth Management
Chicago,
Illinois
| $929K | -$215K | -8,266 | -18% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $477K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $150K | +$154K | +5,912 | New |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| $50K | +$51.5K | +1,978 | New |
|
10
UBS Group
Zurich,
Switzerland
| $31.6K | +$28.5K | +1,096 | +746% |
|
|
PWMG
11
Provence Wealth Management Group
Irvine,
California
| $7.62K | +$7.81K | +300 | New |
|
|
HFS
12
HBC Financial Services
Seattle,
Washington
| $5K | – | – | – |
|
13
Fidelity Investments
Boston,
Massachusetts
| $25 | +$26 | +1 | New |
|
|
FTUS
14
Flow Traders U.S.
New York
| – | -$357K | -13,678 | Closed |
|
WLDR Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 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.