Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF
QQD was delisted on the 28th of April, 2023.
14 hedge funds and large institutions have $8.84M invested in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
648% more capital invested
Capital invested by funds: $1.18M → $8.84M (+$7.66M)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
75% more funds holding
Funds holding: 8 → 14 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.33M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$309K |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$309K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$302K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFA
1
Atlas Financial Advisors
Oroville,
California
| $4.99M | +$4.84M | +154,693 | New |
|
|
CFA
2
Carroll Financial Associates
Charlotte,
North Carolina
| $1.56M | +$1.33M | +42,548 | +818% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $469K | -$59K | -1,884 | -11% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $338K | +$39.8K | +1,270 | +14% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $318K | +$309K | +9,881 | New |
|
|
M1FG
6
Mach-1 Financial Group
Rogers,
Arkansas
| $318K | +$309K | +9,881 | New |
|
|
7
Wolverine Trading
Chicago,
Illinois
| $312K | +$302K | +9,637 | New |
|
8
HighTower Advisors
Chicago,
Illinois
| $235K | +$4.51K | +144 | +2% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $209K | +$203K | +6,500 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $47K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $26K | +$24.2K | +773 | +3,514% |
|
|
TWM
12
Tradition Wealth Management
Edina,
Minnesota
| $21K | +$4.85K | +155 | +32% |
|
|
BW
13
Bison Wealth
Atlanta,
Georgia
| $2K | – | – | – |
|
14
Fidelity Investments
Boston,
Massachusetts
| – | +$31 | +1 | New |
|
QQD Hedge Fund Activity: Q4 2021 in Review
14 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) for Q4 2021, worth a combined $8.84M — up 648% from $1.18M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QQD positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Carroll Financial Associates, adding an estimated $1.33M. The largest seller was Kestra Private Wealth Services, cutting an estimated $59K.
- 14 institutional investors held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $8.84M of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF stock for Q4 2021, up 648% quarter-over-quarter.
- 6 funds opened new Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF positions in Q4 2021 and 0 closed out, a net change of +6 holders.
- The largest Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF buyer in Q4 2021 was Carroll Financial Associates, an estimated $1.33M added.
- The largest Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF seller in Q4 2021 was Kestra Private Wealth Services, an estimated $59K sold.
Based on aggregated 13F filings for Q4 2021.