Simplify Affinity World Leaders Equity ETF
WLDR
12 hedge funds and large institutions have $28.6M invested in Simplify Affinity World Leaders Equity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
12.52% more ownership
Funds ownership: 87.08% → 99.6% (+13%)
0% less capital invested
Capital invested by funds: $28.7M → $28.6M (-$107K)
8% less funds holding
Funds holding: 13 → 12 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$705K |
| 2 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$394K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$120K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
+$9.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$632K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$465K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$407K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.8K |
WLDR Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2023, worth a combined $28.6M — down 0.37% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WLDR and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was GeoWealth Management, adding an estimated $705K. The largest seller was Jane Street, exiting entirely with an estimated $2.53M sold.
- 12 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2023, down from 13 in Q3 2023.
- Funds reported $28.6M of Simplify Affinity World Leaders Equity ETF stock for Q4 2023, down 0.37% quarter-over-quarter.
- 2 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2023 was GeoWealth Management, an estimated $705K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2023 was Jane Street, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2023.