Simplify US Equity PLUS Downside Convexity ETF
SPD
45 hedge funds and large institutions have $64.7M invested in Simplify US Equity PLUS Downside Convexity ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
1.52% less ownership
Funds ownership: 62.09% → 60.57% (-1.5%)
63% less capital inflows, than outflows
Capital inflows: $3.86M | Capital outflows: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.56M |
| 2 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$500K |
| 3 |
E
EntreWealth
Austin,
Texas
|
+$386K |
| 4 |
TAP
Tounjian Advisory Partners
Fort Myers,
Florida
|
+$314K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.6M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$1.4M |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$693K |
| 4 |
Jane Street
New York
|
-$650K |
| 5 |
Atomi Financial Group
New York
|
-$588K |
SPD Hedge Fund Activity: Q2 2026 in Review
45 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2026, worth a combined $64.7M — up 3.2% from $62.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPD positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Lloyd Advisory Services, adding an estimated $1.56M. The largest seller was LPL Financial, cutting an estimated $6.6M.
- 45 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2026, up from 43 in Q1 2026.
- Funds reported $64.7M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2026, up 3.2% quarter-over-quarter.
- 7 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2026 and 4 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2026 was Lloyd Advisory Services, an estimated $1.56M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2026 was LPL Financial, an estimated $6.6M sold.
Based on aggregated 13F filings for Q2 2026.