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Simplify Multi-QIS Alternative ETF

16 hedge funds and large institutions have $108M invested in Simplify Multi-QIS Alternative ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KL
1
KIM LLC
Kansas
$98M 4,000,000
SAM
2
Simplify Asset Management
Nevada
$3.98M 162,293 +100,258 +162%
FEG
3
Financial Enhancement Group
Indiana
$1.33M 54,420 +54,420 New
MTC
4
Matrix Trust Company
Colorado
$795K 32,447 +27,987 +628%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$770K 31,439 +22,293 +244%
LIS
6
Legacy Investment Solutions
Idaho
$606K 24,737 -2,944 -11%
LWMI
7
Legacy Wealth Management (Idaho)
Idaho
$606K 24,737 -2,944 -11%
RPSA
8
Richard P. Slaughter Associates
Texas
$519K 21,200 -5,969 -22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$451K 18,418 +18,418 New
Jane Street
10
Jane Street
New York
$391K 15,975 -33,702 -68%
CWM
11
Collaborative Wealth Management
Florida
$290K 11,844 +883 +8%
KAS
12
Kestra Advisory Services
Texas
$287K 11,707 +11,707 New
AAS
13
Avantax Advisory Services
Texas
$257K 10,473 -4,721 -31%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$9K 378 +378 New
Osaic Holdings
15
Osaic Holdings
Arizona
$6.37K 260 -10,520 -98%
Morgan Stanley
16
Morgan Stanley
New York
$2.82K 115 +115 New
NWM
17
Napa Wealth Management
California
-17,194 Closed
HGA
18
Hobbs Group Advisors
South Carolina
-7,274 Closed
UBS Group
19
UBS Group
Switzerland
-19 Closed
CFGS
20
Concourse Financial Group Securities
Alabama