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Affinity World Leaders Equity ETF
WLDR

Overview Fund Activity

13 hedge funds and large institutions have $28.7M invested in 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.

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Sowell Financial Services
Arkansas
$20M
2
Jane Street
2
Jane Street
New York
$2.53M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$934K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$150K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$2.19M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GM
3
GeoWealth Management
Illinois
$929K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Sowell Financial Services
Arkansas
$20M 788,382 +70,157 +10%
Jane Street
2
Jane Street
New York
$2.53M 99,601 +61,721 +163%
AI
3
Atria Investments
North Carolina
$2.19M 86,360 -15,970 -16%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.42M 55,857 +55,603 +21,891%
Citadel Advisors
5
Citadel Advisors
Florida
$934K 36,799 +24,864 +208%
GM
6
GeoWealth Management
Illinois
$929K 36,580 -8,266 -18%
OMC
7
Old Mission Capital
Illinois
$477K 18,792 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$150K 5,912 +5,912 New
NS
9
NBC Securities
Alabama
$50K 1,978 +1,978 New
UBS Group
10
UBS Group
Switzerland
$31.6K 1,243 +1,096 +746%
PWMG
11
Provence Wealth Management Group
California
$7.62K 300 +300 New
HFS
12
HBC Financial Services
Washington
$5K 231 – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$25 1 +1 New
FTUS
14
Flow Traders U.S.
New York
– – -13,678 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –