Simplify Affinity World Leaders Equity ETF
WLDR
13 hedge funds and large institutions have $28M invested in Simplify Affinity World Leaders Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
11.22% less ownership
Funds ownership: 97.88% → 86.66% (-11%)
13% less capital invested
Capital invested by funds: $32.1M → $28M (-$4.11M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$384K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$358K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$281K |
| 4 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$32.8K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
+$8.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.29M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.24M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$923K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$698K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$312K |
WLDR Hedge Fund Activity: Q2 2024 in Review
13 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2024, worth a combined $28M — down 13% from $32.1M a quarter earlier.
Fund positioning in WLDR was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $384K. The largest seller was Sowell Financial Services, cutting an estimated $1.29M.
- 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $28M of Simplify Affinity World Leaders Equity ETF stock for Q2 2024, down 13% quarter-over-quarter.
- 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2024 was TownSquare Capital, an estimated $384K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2024 was Sowell Financial Services, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2024.