Simplify Multi-QIS Alternative ETF
9 hedge funds and large institutions have $57.3M invested in Simplify Multi-QIS Alternative ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
38% less capital invested
Capital invested by funds: $91.9M → $57.3M (-$34.6M)
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$268K | |
| 2 | +$91.7K | |
| 3 | +$2.76K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$495 |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$106 |
Top Sellers
| 1 | -$15M | |
| 2 | -$845K | |
| 3 | -$474K | |
| 4 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$261K |
| 5 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $56.1M |
|
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2
Envestnet Asset Management
Chicago,
Illinois
| $442K |
|
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|
LWMI
3
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $279K |
|
|||
|
MTC
4
Matrix Trust Company
Denver,
Colorado
| $230K |
|
|||
5
Jane Street
New York
| $225K |
|
|||
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $76.9K |
|
|||
|
7
Osaic Holdings
Scottsdale,
Arizona
| $20.1K |
|
|||
8
Morgan Stanley
New York
| $1.71K |
|
|||
|
9
UBS Group
Zurich,
Switzerland
| $980 |
|
|||
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – |
|
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|
AFG
11
Altiora Financial Group
Lebanon,
Ohio
| – |
|
|||
|
DWM
12
Drive Wealth Management
Lehi,
Utah
| – |
|