SPD icon

Simplify US Equity PLUS Downside Convexity ETF

40 hedge funds and large institutions have $52.2M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.7M
AWA
2
Authentikos Wealth Advisory
California
$7.67M
AWM
3
AE Wealth Management
Kansas
$7.31M
EWM
4
Evolution Wealth Management
Florida
$3.95M
IAA
5
Ironsides Asset Advisors
North Carolina
$3.39M
AWM
6
Austin Wealth Management
Texas
$2.12M
LAS
7
Lloyd Advisory Services
Georgia
$1.77M
AFG
8
Atomi Financial Group
New York
$1.69M
SPIA
9
Steward Partners Investment Advisory
New York
$1.64M
LPL Financial
10
LPL Financial
California
$1.59M
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$1.54M
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.2M
PEA
13
Park Edge Advisors
Ohio
$1.17M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.11M
FA
15
Fiduciary Alliance
South Carolina
$750K
IAS
16
Insigneo Advisory Services
Florida
$641K
ECA
17
Elevated Capital Advisors
Utah
$631K
HBS
18
Howard Bailey Securities
Indiana
$607K
SCM
19
Sollinda Capital Management
Florida
$561K
LI
20
LifeWealth Investments
Florida
$464K
Citadel Advisors
21
Citadel Advisors
Florida
$464K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$456K
DAS
23
Dynamic Advisor Solutions
Arizona
$339K
KCM
24
Kathmere Capital Management
Pennsylvania
$303K
Osaic Holdings
25
Osaic Holdings
Arizona
$283K