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Simplify US Equity PLUS Downside Convexity ETF
SPD

43 hedge funds and large institutions have $62.7M invested in Simplify US Equity PLUS Downside Convexity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 44 → 43 (-1)

3.01% less ownership

Funds ownership: 65.1% → 62.09% (-3%)

14% less capital invested

Capital invested by funds: $72.9M → $62.7M (-$10.2M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.86M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M
4
Jane Street
Jane Street
New York
+$690K
5
EWM
Evolution Wealth Management
Florida
+$617K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.66M
2
LAS
Lloyd Advisory Services
Georgia
-$1.77M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.63M
4
GS
GTS Securities
New York
-$981K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$213K -$811 -21 -0.4%
LAS
27
Lloyd Advisory Services
Georgia
$68.6K -$1.77M -45,760 -96%
KFG
28
Kingdom Financial Group
Arizona
$68.6K -$9.08K -235 -11%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$48.7K -$1.63M -42,246 -97%
Morgan Stanley
30
Morgan Stanley
New York
$26.8K -$4.25K -110 -13%
FFA
31
Farther Finance Advisors
California
$25.4K +$26.6K +690 +23,000%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$25K – – –
NA
33
Networth Advisors
Pennsylvania
$22.5K -$2.94K -76 -11%
Q1WB
34
Quest 10 Wealth Builders
Virginia
$21.1K -$695 -18 -3%
NS
35
NBC Securities
Alabama
$13.8K – – –
RIL
36
Rothschild Investment LLC
Illinois
$8.4K – – –
IA
37
IFP Advisors
Florida
$5.38K – – –
UBS Group
38
UBS Group
Switzerland
$2.98K +$3.17K +82 New
NWMP
39
Noble Wealth Management PBC
Colorado
$2K – – –
GWM
40
Geneos Wealth Management
Colorado
$1.62K – – –
HFS
41
Hantz Financial Services
Michigan
$1K +$657 +17 New
AssetMark Inc
42
AssetMark Inc
California
$327 – – –
AF
43
Allworth Financial
California
$35 – – –
GS
44
GTS Securities
New York
– -$981K -24,985 Closed
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
– -$868K -21,727 Closed
SCM
46
Sollinda Capital Management
Florida
– -$557K -14,197 Closed
KCM
47
Kathmere Capital Management
Pennsylvania
– -$301K -7,676 Closed
PFA
48
Pathway Financial Advisors
Vermont
– -$283K -7,090 Closed
HighTower Advisors
49
HighTower Advisors
Illinois
– -$201K -5,119 Closed
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SPD Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2026, worth a combined $62.7M — down 14% from $72.9M a quarter earlier.

Fund positioning in SPD was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.86M. The largest seller was LPL Financial, cutting an estimated $5.66M.

  • 43 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2026, down from 44 in Q4 2025.
  • Funds reported $62.7M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2026, down 14% quarter-over-quarter.
  • 6 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2026 was Old Mission Capital, an estimated $1.86M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2026 was LPL Financial, an estimated $5.66M sold.

Based on aggregated 13F filings for Q1 2026.