Simplify Developed Ex-US PLUS Downside Convexity ETF
EAFD
EAFD was delisted on the 27th of October, 2023.
8 hedge funds and large institutions have $16.9M invested in Simplify Developed Ex-US PLUS Downside Convexity ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
18% more capital invested
Capital invested by funds: $14.3M → $16.9M (+$2.64M)
14% more funds holding
Funds holding: 7 → 8 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$5.76M |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$698K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$27.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.23M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$221K |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$40.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
1
OneDigital Investment Advisors
Overland Park,
Kansas
| $7.33M | +$5.76M | +318,842 | +405% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $6.58M | -$4.23M | -234,003 | -40% |
|
|
KCM
3
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.43M | +$27.5K | +1,524 | +2% |
|
|
AFP
4
Ausdal Financial Partners
Davenport,
Iowa
| $729K | -$40.5K | -2,243 | -5% |
|
|
PFA
5
Professional Financial Advisors
North Platte,
Nebraska
| $713K | +$698K | +38,639 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $109K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $11.6K | +$9.23K | +511 | +444% |
|
|
LIA
8
Luken Investment Analytics
Brentwood,
Tennessee
| $258 | +$253 | +14 | New |
|
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$221K | -12,534 | Closed |
|
EAFD Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) for Q4 2022, worth a combined $16.9M — up 18% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAFD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $5.76M. The largest seller was HighTower Advisors, cutting an estimated $4.23M.
- 8 institutional investors held Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $16.9M of Simplify Developed Ex-US PLUS Downside Convexity ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 2 funds opened new Simplify Developed Ex-US PLUS Downside Convexity ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF buyer in Q4 2022 was OneDigital Investment Advisors, an estimated $5.76M added.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF seller in Q4 2022 was HighTower Advisors, an estimated $4.23M sold.
Based on aggregated 13F filings for Q4 2022.