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Simplify US Equity PLUS Downside Convexity ETF

54 hedge funds and large institutions have $293M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
21
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.28M 38,342 +14,123 +58%
BS
27
Boenning & Scattergood
Pennsylvania
$1.12M 33,745 +370 +1%
WIA
28
World Investment Advisors
California
$1.06M 33,654 -18,703 -36%
IA
29
IFP Advisors
Florida
$915K 27,506 +8,026 +41%
3AM
30
3EDGE Asset Management
Florida
$847K 25,464 +25,464 New
HH
31
Hilltop Holdings
Texas
$630K 18,934 +7,019 +59%
IAIM
32
International Assets Investment Management
Florida
$592K 19,305 -15,100 -44%
ASN
33
Advisory Services Network
Georgia
$570K 17,148 +17,148 New
MCM
34
MAI Capital Management
Ohio
$554K 16,650 +16,650 New
CWM
35
Collaborative Wealth Management
Florida
$532K 15,984 +15,984 New
KPWS
36
Kestra Private Wealth Services
Texas
$485K 14,584 -1,811 -11%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$458K 13,757 -33 -0.2%
CA
38
Cambridge Advisors
Nebraska
$424K 12,747 +6,096 +92%
PFA
39
Pathway Financial Advisors
Vermont
$379K 12,005 +12,005 New
AWM
40
AE Wealth Management
Kansas
$358K 10,753 +10,753 New
M1FG
41
Mach-1 Financial Group
Arkansas
$357K 10,753 +10,753 New
SG
42
StoneX Group
New York
$346K 10,415 +10,415 New
SI
43
Stephens Inc
Arkansas
$305K 9,170 +9,170 New
TC
44
Telemus Capital
Michigan
$289K 8,679 +8,679 New
WP
45
WealthSource Partners
California
$263K 7,900 +7,900 New
TCM
46
TD Capital Management
Tennessee
$132K 3,974 -558 -12%
CFGS
47
Concourse Financial Group Securities
Alabama
$113K 3,390 -111 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$74K 2,240
CA
49
CoreCap Advisors
Michigan
$19K 579 +579 New
KTC
50
Kistler-Tiffany Companies
Pennsylvania
$17K 500