Simplify Affinity World Leaders Equity ETF
WLDR
13 hedge funds and large institutions have $32.1M invested in Simplify Affinity World Leaders Equity ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $28.6M → $32.1M (+$3.45M)
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
1.72% less ownership
Funds ownership: 99.6% → 97.88% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$779K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$289K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$153K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$115K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$50.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.04M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$515K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$183K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$162K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $23.9M | -$183K | -6,333 | -0.8% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.05M | +$50.2K | +1,733 | +3% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $2.03M | -$162K | -5,591 | -8% |
|
|
SAW
4
Signal Advisors Wealth
Detroit,
Michigan
| $923K | +$115K | +3,961 | +15% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $840K | +$779K | +26,909 | New |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $765K | -$1.04M | -36,018 | -60% |
|
|
7
Citadel Advisors
Miami,
Florida
| $547K | +$153K | +5,289 | +43% |
|
|
MWM
8
Maripau Wealth Management
Fort Wayne,
Indiana
| $502K | +$22K | +759 | +5% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $312K | +$289K | +9,980 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$29.6K | +1,022 | +20% |
|
|
NS
11
NBC Securities
Birmingham,
Alabama
| $72K | -$782 | -27 | -1% |
|
|
12
UBS Group
Zurich,
Switzerland
| $2.78K | -$18.3K | -631 | -88% |
|
13
Morgan Stanley
New York
| $31 | +$29 | +1 | New |
|
|
OMC
14
Old Mission Capital
Chicago,
Illinois
| – | -$515K | -18,792 | Closed |
|
WLDR Hedge Fund Activity: Q1 2024 in Review
13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2024, worth a combined $32.1M — up 12% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLDR positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $779K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.04M.
- 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $32.1M of Simplify Affinity World Leaders Equity ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $779K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2024 was Carson Wealth (CWM LLC), an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2024.