Simplify Developed Ex-US PLUS Downside Convexity ETF
EAFD
EAFD was delisted on the 27th of October, 2023.
5 hedge funds and large institutions have $10.2M invested in Simplify Developed Ex-US PLUS Downside Convexity ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
6% less capital invested
Capital invested by funds: $10.8M → $10.2M (-$605K)
17% less funds holding
Funds holding: 6 → 5 (-1)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$67.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$3.64M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.14M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$32.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
1
OneDigital Investment Advisors
Overland Park,
Kansas
| $5.16M | -$3.64M | -182,037 | -41% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.21M | +$67.2K | +3,360 | +2% |
|
|
AFP
3
Ausdal Financial Partners
Davenport,
Iowa
| $778K | – | – | – |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $35.1K | -$32.7K | -1,635 | -48% |
|
|
5
UBS Group
Zurich,
Switzerland
| $24.3K | -$15.4K | -771 | -38% |
|
|
KCM
6
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$1.14M | -57,795 | Closed |
|
EAFD Hedge Fund Activity: Q2 2023 in Review
5 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) for Q2 2023, worth a combined $10.2M — down 5.6% from $10.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EAFD and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $67.2K. The largest seller was OneDigital Investment Advisors, cutting an estimated $3.64M.
- 5 institutional investors held Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) as of Q2 2023, down from 6 in Q1 2023.
- Funds reported $10.2M of Simplify Developed Ex-US PLUS Downside Convexity ETF stock for Q2 2023, down 5.6% quarter-over-quarter.
- 0 funds opened new Simplify Developed Ex-US PLUS Downside Convexity ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $67.2K added.
- The largest Simplify Developed Ex-US PLUS Downside Convexity ETF seller in Q2 2023 was OneDigital Investment Advisors, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2023.