Simplify Affinity World Leaders Equity ETF
WLDR
15 hedge funds and large institutions have $27.2M invested in Simplify Affinity World Leaders Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
4.1% more ownership
Funds ownership: 83.3% → 87.4% (+4.1%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less capital invested
Capital invested by funds: $28.9M → $27.2M (-$1.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.36M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$243K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$89.1K |
| 4 |
JP Morgan Chase
New York
|
+$23.8K |
| 5 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$352K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$351K |
| 3 |
NG
Norden Group
Provo,
Utah
|
-$206K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$206K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$86K |
WLDR Hedge Fund Activity: Q4 2024 in Review
15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2024, worth a combined $27.2M — down 6.1% from $28.9M a quarter earlier.
Fund positioning in WLDR was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $2.36M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $352K sold.
- 15 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $27.2M of Simplify Affinity World Leaders Equity ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
- 4 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2024 was Sowell Financial Services, an estimated $2.36M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2024 was Flow Traders U.S., an estimated $352K sold.
Based on aggregated 13F filings for Q4 2024.