Simplify Affinity World Leaders Equity ETF
WLDR
13 hedge funds and large institutions have $31.4M invested in Simplify Affinity World Leaders Equity ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $27.2M → $31.4M (+$4.27M)
0.45% less ownership
Funds ownership: 87.4% → 86.95% (-0.45%)
13% less funds holding
Funds holding: 15 → 13 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.89M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.36M |
| 3 |
Jane Street
New York
|
+$1.09M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$770K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$507K |
| 2 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
-$501K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$378K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$292K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$217K |
WLDR Hedge Fund Activity: Q1 2025 in Review
13 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2025, worth a combined $31.4M — up 16% from $27.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WLDR and 4 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Sowell Financial Services, adding an estimated $2.89M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $507K sold.
- 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2025, down from 15 in Q4 2024.
- Funds reported $31.4M of Simplify Affinity World Leaders Equity ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 4 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2025 was Sowell Financial Services, an estimated $2.89M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2025 was Signal Advisors Wealth, an estimated $507K sold.
Based on aggregated 13F filings for Q1 2025.