Simplify US Equity PLUS Downside Convexity ETF
SPD
SPD
39 hedge funds and large institutions have $71.7M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less first-time investments, than exits
New positions opened: | Existing positions closed:
51% less capital invested
Capital invested by funds: $147M → $71.7M (-$75.1M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
39
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.3M | |
| 2 | +$636K | |
| 3 | +$274K | |
| 4 |
LPL Financial
San Diego,
California
|
+$264K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$200K |
Top Sellers
| 1 | -$30.2M | |
| 2 | -$23.1M | |
| 3 | -$16M | |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.68M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.38M |