Simplify Affinity World Leaders Equity ETF
WLDR
15 hedge funds and large institutions have $28.9M invested in Simplify Affinity World Leaders Equity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
3% more capital invested
Capital invested by funds: $28M → $28.9M (+$947K)
3.36% less ownership
Funds ownership: 86.66% → 83.3% (-3.4%)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$536K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$243K |
| 3 |
NG
Norden Group
Provo,
Utah
|
+$197K |
| 4 |
AssetMark Inc
Concord,
California
|
+$144K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$78.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$880K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$876K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$306K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$197K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$37.8K |
WLDR Hedge Fund Activity: Q3 2024 in Review
15 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2024, worth a combined $28.9M — up 3.4% from $28M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WLDR positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Signal Advisors Wealth, opening a new position worth an estimated $536K. The largest seller was Flow Traders U.S., cutting an estimated $880K.
- 15 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2024, up from 13 in Q2 2024.
- Funds reported $28.9M of Simplify Affinity World Leaders Equity ETF stock for Q3 2024, up 3.4% quarter-over-quarter.
- 4 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2024 was Signal Advisors Wealth, an estimated $536K added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2024 was Flow Traders U.S., an estimated $880K sold.
Based on aggregated 13F filings for Q3 2024.