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Simplify US Equity PLUS Downside Convexity ETF

40 hedge funds and large institutions have $46.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
6
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$41.8K 1,350 -4,577 -77%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$32K 840 +59 +8%
T
28
Transce3nd
Texas
$29.7K 782 +782 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$27K 700 -314 -31%
NS
30
NBC Securities
Alabama
$14K 380
PSFG
31
Park Square Financial Group
Georgia
$10.6K 280 +268 +2,233%
RIL
32
Rothschild Investment LLC
Illinois
$8.78K 231
IA
33
IFP Advisors
Florida
$5.6K 147
UBS Group
34
UBS Group
Switzerland
$4.64K 122 -2,891 -96%
DRP
35
Decker Retirement Planning
Utah
$3.09K 81 +81 New
RWPA
36
Richard W. Paul & Associates
Michigan
$1.75K 46 +46 New
GRP
37
Global Retirement Partners
California
$1.49K 39 +39 New
PA
38
Pineridge Advisors
Missouri
$305 8 +8 New
Morgan Stanley
39
Morgan Stanley
New York
$44 1
AF
40
Allworth Financial
California
$36 1
HighTower Advisors
41
HighTower Advisors
Illinois
-468,920 Closed
EFG
42
Ethos Financial Group
Pennsylvania
-218,903 Closed
Jane Street
43
Jane Street
New York
-20,967 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-17,466 Closed
ACI
45
Alpha Cubed Investments
California
-8,843 Closed
Wolverine Trading
46
Wolverine Trading
Illinois
-6,575 Closed
US Bancorp
47
US Bancorp
Minnesota
-1,707 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
-1,025 Closed
LRWM
49
Lord & Richards Wealth Management
Colorado
-29 Closed