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EMGD

Simplify Emerging Markets Equity PLUS Downside Convexity ETF

Delisted

EMGD was delisted on the 27th of October, 2023.

4 hedge funds and large institutions have $1.11M invested in Simplify Emerging Markets Equity PLUS Downside Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $1.07M → $1.11M (+$43.5K)

20% less funds holding

Funds holding: 54 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$832K +$20.2K +1,109 +2%
OMC
2
Old Mission Capital
Illinois
$216K +$218K +11,980 New
IA
3
IFP Advisors
Florida
$49.6K -$5.59K -307 -14%
UBS Group
4
UBS Group
Switzerland
$15.7K +$11.9K +654 +303%
Wolverine Trading
5
Wolverine Trading
Illinois
-$222K -12,693 Closed
LIA
6
Luken Investment Analytics
Tennessee
-$105 -6 Closed

EMGD Hedge Fund Activity: Q1 2023 in Review

4 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Emerging Markets Equity PLUS Downside Convexity ETF (EMGD) for Q1 2023, worth a combined $1.11M — up 4.1% from $1.07M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EMGD and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $218K. The largest seller was Wolverine Trading, exiting entirely with an estimated $222K sold.

  • 4 institutional investors held Simplify Emerging Markets Equity PLUS Downside Convexity ETF (EMGD) as of Q1 2023, down from 5 in Q4 2022.
  • Funds reported $1.11M of Simplify Emerging Markets Equity PLUS Downside Convexity ETF stock for Q1 2023, up 4.1% quarter-over-quarter.
  • 1 fund opened new Simplify Emerging Markets Equity PLUS Downside Convexity ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest Simplify Emerging Markets Equity PLUS Downside Convexity ETF buyer in Q1 2023 was Old Mission Capital, an estimated $218K added.
  • The largest Simplify Emerging Markets Equity PLUS Downside Convexity ETF seller in Q1 2023 was Wolverine Trading, an estimated $222K sold.

Based on aggregated 13F filings for Q1 2023.