Simplify Developed Ex-US PLUS Downside Convexity ETF
EAFD
EAFD was delisted on the 27th of October, 2023.
7 hedge funds and large institutions have $14.3M invested in Simplify Developed Ex-US PLUS Downside Convexity ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
13% more capital invested
Capital invested by funds: $12.6M → $14.3M (+$1.65M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.5M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.45M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$126K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$83.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$349K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8K |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$5.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $10.5M | +$126K | +6,582 | +1% |
|
|
OIA
2
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.39M | +$1.5M | +78,724 | New |
|
|
KCM
3
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.34M | +$1.45M | +75,996 | New |
|
|
AFP
4
Ausdal Financial Partners
Davenport,
Iowa
| $739K | -$5.72K | -300 | -0.7% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $221K | -$349K | -18,298 | -59% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $109K | +$83.8K | +4,394 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2K | +$2.19K | +115 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$8K | -414 | Closed |
|
EAFD Hedge Fund Activity: Q3 2022 in Review
7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) for Q3 2022, worth a combined $14.3M — up 13% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EAFD positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $1.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $349K.
- 7 institutional investors held Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $14.3M of Simplify Developed Ex-US PLUS Downside Convexity ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 4 funds opened new Simplify Developed Ex-US PLUS Downside Convexity ETF positions in Q3 2022 and 1 closed out, a net change of +3 holders.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF buyer in Q3 2022 was OneDigital Investment Advisors, an estimated $1.5M added.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $349K sold.
Based on aggregated 13F filings for Q3 2022.