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Simplify US Equity PLUS Downside Convexity ETF

53 hedge funds and large institutions have $300M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
53
Holders Change
-11
Holders Change %
-17.19%
% of All Funds
0.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
4
Increased
17
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$1.44M 54,438 +54,438 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$1.33M 54,481 +14,677 +37%
PFS
28
Prospera Financial Services
Texas
$1.3M 49,116 -78 -0.2%
SPIA
29
Steward Partners Investment Advisory
New York
$1.1M 41,493
PAG
30
Private Advisor Group
New Jersey
$1.09M 41,147 +76 +0.2%
CF
31
Clarity Financial
Texas
$941K 35,559 -9,311 -21%
Osaic Holdings
32
Osaic Holdings
Arizona
$882K 33,363 -4,808 -13%
WIA
33
World Investment Advisors
California
$852K 32,212 -802 -2%
OMC
34
Old Mission Capital
Illinois
$635K 24,000 -72,920 -75%
Wolverine Trading
35
Wolverine Trading
Illinois
$602K 22,756 +22,756 New
EP
36
Eudaimonia Partners
Tennessee
$448K 16,928 -707 -4%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$437K 16,513 -8,599 -34%
OPS
38
Orion Portfolio Solutions
Nebraska
$427K 16,150 -116 -0.7%
Wells Fargo
39
Wells Fargo
California
$423K 15,979 +10,725 +204%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$382K 14,462 -111,725 -89%
PFA
41
Pathway Financial Advisors
Vermont
$341K 12,875
CA
42
Cambridge Advisors
Nebraska
$330K 12,478 -7 -0.1%
CWM
43
Collaborative Wealth Management
Florida
$289K 10,916
VAS
44
Vestmark Advisory Solutions
Massachusetts
$278K 10,525 -60 -0.6%
AAS
45
Ameritas Advisory Services
Nebraska
$259K 9,775 +775 +9%
TC
46
Telemus Capital
Michigan
$230K 8,679
AW
47
Avion Wealth
Texas
$160K 6,043 +6,043 New
Morgan Stanley
48
Morgan Stanley
New York
$90K 3,407
CFGS
49
Concourse Financial Group Securities
Alabama
$66K 2,502 +86 +4%
TCM
50
TD Capital Management
Tennessee
$65K 2,460 +2,460 New