SPD icon

Simplify US Equity PLUS Downside Convexity ETF

38 hedge funds and large institutions have $56.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$176K 6,778 -635 -9%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$171K 6,062 +5,953 +5,461%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$159K 6,062 +5,824 +2,447%
IA
29
IFP Advisors
Florida
$155K 5,903 -273 -4%
Wells Fargo
30
Wells Fargo
California
$150K 5,725 +4,274 +295%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$46K 1,751 -287,427 -99%
UBS Group
32
UBS Group
Switzerland
$32.6K 1,245 +1,245 New
Creative Planning
33
Creative Planning
Kansas
$13.1K 500 +500 New
HCM
34
Hollencrest Capital Management
California
$12.7K 484
Morgan Stanley
35
Morgan Stanley
New York
$9.96K 380 -3,043 -89%
Osaic Holdings
36
Osaic Holdings
Arizona
$8.29K 316 -303 -49%
PA
37
Parallel Advisors
California
$2.62K 100 +100 New
TCM
38
TD Capital Management
Tennessee
$793 30
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
-101,813 Closed
AFP
40
Ausdal Financial Partners
Iowa
-56,551 Closed
PFS
41
Prospera Financial Services
Texas
-13,200 Closed
Jane Street
42
Jane Street
New York
-10,204 Closed
CWM
43
Collaborative Wealth Management
Florida
-7,607 Closed
AW
44
Avion Wealth
Texas
-6,043 Closed
FIA
45
FNY Investment Advisers
New York
-100 Closed
CFGS
46
Concourse Financial Group Securities
Alabama