Simplify US Equity PLUS Downside Convexity ETF
SPD
SPD
64 hedge funds and large institutions have $280M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
8% more funds holding
Funds holding: 59 → 64 (+5)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Holders
64
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$22.9M | |
| 2 | +$14.6M | |
| 3 | +$10.6M | |
| 4 |
AFA
Atlas Financial Advisors
Oroville,
California
|
+$8.02M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$5.66M |
Top Sellers
| 1 | -$9.7M | |
| 2 | -$7.78M | |
| 3 | -$6.86M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.86M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.57M |