Simplify Developed Ex-US PLUS Downside Convexity ETF
EAFD
EAFD was delisted on the 27th of October, 2023.
6 hedge funds and large institutions have $10.8M invested in Simplify Developed Ex-US PLUS Downside Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
25% less funds holding
Funds holding: 8 → 6 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
36% less capital invested
Capital invested by funds: $16.9M → $10.8M (-$6.1M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.09M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$904K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.58M |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$713K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$384K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$19K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
1
OneDigital Investment Advisors
Overland Park,
Kansas
| $8.76M | +$904K | +46,460 | +12% |
|
|
KCM
2
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.14M | -$384K | -19,725 | -25% |
|
|
AFP
3
Ausdal Financial Partners
Davenport,
Iowa
| $779K | -$1.17K | -60 | -0.2% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $86.3K | -$19K | -975 | -22% |
|
|
5
UBS Group
Zurich,
Switzerland
| $39.5K | +$26.8K | +1,377 | +220% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.14K | +$4.09M | +210,075 | New |
|
|
7
HighTower Advisors
Chicago,
Illinois
| – | -$6.58M | -357,068 | Closed |
|
|
PFA
8
Professional Financial Advisors
North Platte,
Nebraska
| – | -$713K | -38,639 | Closed |
|
|
LIA
9
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$258 | -14 | Closed |
|
EAFD Hedge Fund Activity: Q1 2023 in Review
6 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) for Q1 2023, worth a combined $10.8M — down 36% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EAFD and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $4.09M. The largest seller was HighTower Advisors, exiting entirely with an estimated $6.58M sold.
- 6 institutional investors held Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $10.8M of Simplify Developed Ex-US PLUS Downside Convexity ETF stock for Q1 2023, down 36% quarter-over-quarter.
- 1 fund opened new Simplify Developed Ex-US PLUS Downside Convexity ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $4.09M added.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF seller in Q1 2023 was HighTower Advisors, an estimated $6.58M sold.
Based on aggregated 13F filings for Q1 2023.