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Simplify US Equity PLUS Downside Convexity ETF

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.

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
9
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$274K 10,712 +10,712 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$217K 8,491 -41,350 -83%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$155K 6,060 +6,060 New
AW
29
Avion Wealth
Texas
$146K 6,043
Wells Fargo
30
Wells Fargo
California
$93.4K 3,651 -628 -15%
UBS Group
31
UBS Group
Switzerland
$89.3K 3,492 -72 -2%
Morgan Stanley
32
Morgan Stanley
New York
$87.2K 3,407
Osaic Holdings
33
Osaic Holdings
Arizona
$57.5K 2,247 -27,735 -93%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$47.5K 1,856 +1,739 +1,486%
KTC
35
Kistler-Tiffany Companies
Pennsylvania
$12.8K 500
HCM
36
Hollencrest Capital Management
California
$12.4K 484
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$2.79K 109
TCM
38
TD Capital Management
Tennessee
$947 37
Fidelity Investments
39
Fidelity Investments
Massachusetts
$77 3 +3 New
PFG
40
Pacific Financial Group
Washington
-275,424 Closed
CF
41
Clarity Financial
Texas
-38,601 Closed
WIA
42
World Investment Advisors
California
-31,176 Closed
PFA
43
Pathway Financial Advisors
Vermont
-12,875 Closed
CWM
44
Collaborative Wealth Management
Florida
-10,916 Closed
CA
45
Cambridge Advisors
Nebraska
-10,527 Closed
CFGS
46
Concourse Financial Group Securities
Alabama