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Simplify US Equity PLUS Downside Convexity ETF

44 hedge funds and large institutions have $147M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 19 closing their positions.

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
11
Increased
11
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$597K 24,629 +1,873 +8%
AFA
27
Atlas Financial Advisors
California
$469K 19,322 -663,056 -97%
PEA
28
Park Edge Advisors
Ohio
$459K 18,936 +18,936 New
IAA
29
Ironsides Asset Advisors
North Carolina
$408K 16,825 +16,825 New
EP
30
Eudaimonia Partners
Tennessee
$382K 15,770 -1,158 -7%
PFA
31
Pathway Financial Advisors
Vermont
$312K 12,875
CWM
32
Collaborative Wealth Management
Florida
$265K 10,916
CA
33
Cambridge Advisors
Nebraska
$255K 10,527 -1,951 -16%
MA
34
Mutual Advisors
Nebraska
$235K 9,682 +9,682 New
AW
35
Avion Wealth
Texas
$159K 6,043
Wells Fargo
36
Wells Fargo
California
$104K 4,279 -11,700 -73%
UBS Group
37
UBS Group
Switzerland
$86.4K 3,564 +2,622 +278%
Morgan Stanley
38
Morgan Stanley
New York
$82.6K 3,407
CA
39
CoreCap Advisors
Michigan
$14K 579 +579 New
KTC
40
Kistler-Tiffany Companies
Pennsylvania
$12.1K 500
HCM
41
Hollencrest Capital Management
California
$11.7K 484 +484 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3K 117 +117 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.67K 109 +109 New
TCM
44
TD Capital Management
Tennessee
$895 37 -2,423 -98%
FS
45
Ferguson Shapiro
Georgia
-412,066 Closed
RJA
46
Raymond James & Associates
Florida
-398,936 Closed
IWC
47
Integrated Wealth Concepts
Massachusetts
-352,244 Closed
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
-347,348 Closed
WI
49
WJ Interests
Texas
-316,707 Closed
AWM
50
Apollon Wealth Management
South Carolina
-165,410 Closed