Simplify US Equity PLUS Downside Convexity ETF
SPD
SPD
38 hedge funds and large institutions have $50M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less capital invested
Capital invested by funds: $ → $
70% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$5.55M | |
| 2 | +$4.98M | |
| 3 | +$1.31M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.13M |
| 5 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$617K |
Top Sellers
| 1 | -$27M | |
| 2 | -$4.69M | |
| 3 | -$3.06M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.09M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$726K |