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Simplify Affinity World Leaders Equity ETF

13 hedge funds and large institutions have $36.2M invested in Simplify Affinity World Leaders Equity ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $31.4M → $36.2M (+$4.79M)

0.11% more ownership

Funds ownership: 86.95%87.06% (+0.11%)

0% more funds holding

Funds holding: 1313 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
13
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$30.5M +$1.69M +55,865 +6%
GM
2
GeoWealth Management
Illinois
$2.73M -$34.1K -1,129 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$1.06M +$964K +31,913 New
SL
4
Systelligence LLC
Minnesota
$837K -$8.97K -297 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$277K -$23.1K -765 -8%
Jane Street
6
Jane Street
New York
$234K -$877K -29,016 -81%
NG
7
Norden Group
Utah
$207K +$188K +6,230 New
Osaic Holdings
8
Osaic Holdings
Arizona
$182K
NS
9
NBC Securities
Alabama
$64K -$1.9K -63 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$52K -$5.04K -167 -10%
UBS Group
11
UBS Group
Switzerland
$49K +$29.7K +983 +200%
AssetMark Inc
12
AssetMark Inc
California
$9.14K -$230K -7,620 -97%
GRP
13
Global Retirement Partners
California
$5.39K +$4.89K +162 New
FTUS
14
Flow Traders U.S.
New York
-$1.3M -45,047 Closed
APA
15
Astoria Portfolio Advisors
New York
-$249K -8,812 Closed
JP Morgan Chase
16
JP Morgan Chase
New York
-$26.3K -909 Closed

WLDR Hedge Fund Activity: Q2 2025 in Review

13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q2 2025, worth a combined $36.2M — up 15% from $31.4M a quarter earlier.

Fund positioning in WLDR was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 7 trimmed.

The largest buyer was Sowell Financial Services, adding an estimated $1.69M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.3M sold.

  • 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $36.2M of Simplify Affinity World Leaders Equity ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 3 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Simplify Affinity World Leaders Equity ETF buyer in Q2 2025 was Sowell Financial Services, an estimated $1.69M added.
  • The largest Simplify Affinity World Leaders Equity ETF seller in Q2 2025 was Flow Traders U.S., an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2025.