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Simplify US Equity PLUS Downside Convexity ETF
SPD

Overview Fund Activity

59 hedge funds and large institutions have $257M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
22
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.68M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.64M
4
FS
4
Ferguson Shapiro
Georgia
$10.7M
5
IA
5
IFP Advisors
Florida
$3.71M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$56.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$15.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$2.07M
5
RJA
5
Raymond James & Associates
Florida
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$1.39M 43,706 +43,706 New
PAG
27
Private Advisor Group
New Jersey
$1.31M 41,700 -8,715 -17%
SPIA
28
Steward Partners Investment Advisory
New York
$1.3M 41,493 -3,832 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.29M 41,128 +2,786 +7%
TF
30
Trek Financial
Arizona
$1.19M 37,840 -48,592 -56%
WIA
31
World Investment Advisors
California
$1.07M 34,194 +540 +2%
BS
32
Boenning & Scattergood
Pennsylvania
$1.06M 33,745 – –
3AM
33
3EDGE Asset Management
Florida
$822K 26,216 +752 +3%
AWM
34
AE Wealth Management
Kansas
$786K 25,075 +14,322 +133%
M1FG
35
Mach-1 Financial Group
Arkansas
$726K 23,169 +12,416 +115%
OPS
36
Orion Portfolio Solutions
Nebraska
$594K 18,966 +18,966 New
HH
37
Hilltop Holdings
Texas
$567K 18,084 -850 -4%
ASN
38
Advisory Services Network
Georgia
$538K 17,163 +15 +0.1%
EP
39
Eudaimonia Partners
Tennessee
$528K 16,854 +16,854 New
KPWS
40
Kestra Private Wealth Services
Texas
$457K 14,589 +5 +0%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$421K 13,423 -334 -2%
PFA
42
Pathway Financial Advisors
Vermont
$404K 12,875 +870 +7%
CA
43
Cambridge Advisors
Nebraska
$402K 12,837 +90 +0.7%
WP
44
WealthSource Partners
California
$312K 9,958 +2,058 +26%
TC
45
Telemus Capital
Michigan
$272K 8,679 – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$232K 7,291 -59,695 -89%
Wells Fargo
47
Wells Fargo
California
$149K 4,750 +4,750 New
Morgan Stanley
48
Morgan Stanley
New York
$107K 3,407 +3,407 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$70K 2,240 – –
CFGS
50
Concourse Financial Group Securities
Alabama
$67K 2,128 -1,262 -37%
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