Simplify US Equity PLUS Downside Convexity ETF (SPD)

• Market cap: $85.2M
• 1 day: -1.48%
• 5 days: -1.48%
• 1 month: -1.35%
• 3 months: 18.27%
• 6 months: 4.55%
• Year to date: 9.23%
• 1 year: 13.08%
• 5 years: 47.22%
• 10 years: 47.22%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

11.45% less ownership

Funds ownership: 75.24% [Q4 2024] → 63.78% (-11.45%) [Q1 2025]

13% less funds holding

Funds holding: 46 [Q4 2024] → 40 (-6) [Q1 2025]

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

46% less capital invested

Capital invested by funds: $103M [Q4 2024] → $55.8M (-$47.2M) [Q1 2025]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]