SPD icon

Simplify US Equity PLUS Downside Convexity ETF
SPD

Overview Fund Activity

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.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
15
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$22.9M
2
FEG
2
Financial Enhancement Group
Indiana
$62.6M
3
LPL Financial
3
LPL Financial
California
$10.6M
4
AFA
4
Atlas Financial Advisors
California
$20.6M
5
WI
5
WJ Interests
Texas
$6.31M

Top Sellers

1
Jane Street
1
Jane Street
New York
$209K
2
TWM
2
Tradition Wealth Management
Minnesota
$0
3
SAS
3
SMI Advisory Services
Indiana
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
RJA
5
Raymond James & Associates
Florida
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$1.69M 63,793 -300 -0.5%
BW
27
Bison Wealth
Georgia
$1.54M 58,225 -19,776 -25%
PFS
28
Prospera Financial Services
Texas
$1.3M 49,194 -112 -0.2%
CF
29
Clarity Financial
Texas
$1.19M 44,870 -284 -0.6%
SPIA
30
Steward Partners Investment Advisory
New York
$1.1M 41,493 – –
PAG
31
Private Advisor Group
New Jersey
$1.09M 41,071 -629 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.01M 38,171 -2,957 -7%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$983K 39,804 +4,829 +14%
AWM
34
AE Wealth Management
Kansas
$982K 37,080 +12,005 +48%
M1FG
35
Mach-1 Financial Group
Arkansas
$979K 37,010 +13,841 +60%
WIA
36
World Investment Advisors
California
$922K 33,014 -1,180 -3%
3AM
37
3EDGE Asset Management
Florida
$680K 25,683 -533 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$665K 25,112 +25,112 New
SAF
39
Smith Anglin Financial
Texas
$589K 22,246 +22,246 New
EP
40
Eudaimonia Partners
Tennessee
$467K 17,635 +781 +5%
OPS
41
Orion Portfolio Solutions
Nebraska
$431K 16,266 -2,700 -14%
PFA
42
Pathway Financial Advisors
Vermont
$341K 12,875 – –
CA
43
Cambridge Advisors
Nebraska
$330K 12,485 -352 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$308K 11,630 +11,630 New
CWM
45
Collaborative Wealth Management
Florida
$289K 10,916 +10,916 New
VAS
46
Vestmark Advisory Solutions
Massachusetts
$280K 10,585 -2,838 -21%
HH
47
Hilltop Holdings
Texas
$269K 10,158 -7,926 -44%
WP
48
WealthSource Partners
California
$258K 9,746 -212 -2%
TSS
49
Two Sigma Securities
New York
$258K 9,742 +9,742 New
AAS
50
Ameritas Advisory Services
Nebraska
$238K 9,000 +9,000 New
1
2
3 4