Simplify US Equity PLUS Downside Convexity ETF (SPD)

• Market cap: $95.9M
• 1 day: -0.46%
• 5 days: 2.97%
• 1 month: 1.85%
• 3 months: 5.41%
• 6 months: 24.82%
• Year to date: 16.88%
• 1 year: 19.81%
• 5 years: 59.45%
• 10 years: 57.53%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

3% more funds holding

Funds holding: 40 [Q1] → 41 (+1) [Q2]

11.47% less ownership

Funds ownership: 63.78% [Q1] → 52.31% (-11.47%) [Q2]

17% less capital invested

Capital invested by funds: $55.8M [Q1] → $46.1M (-$9.67M) [Q2]

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11