SPD icon

Simplify US Equity PLUS Downside Convexity ETF

35 hedge funds and large institutions have $47M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$48.5K 1,689 +444 +36%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$35K 1,206 -545 -31%
Morgan Stanley
28
Morgan Stanley
New York
$21.8K 760 +380 +100%
Osaic Holdings
29
Osaic Holdings
Arizona
$8.13K 283 -33 -10%
PA
30
Pineridge Advisors
Missouri
$6.7K 233 +233 New
RIL
31
Rothschild Investment LLC
Illinois
$6.64K 231 +231 New
OLVIG
32
Oliver Lagore Vanvalin Investment Group
Michigan
$1.55K 54 +54 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$1.34K 47 -6,731 -99%
TCM
34
TD Capital Management
Tennessee
$877 31 +1 +3%
RWPA
35
Richard W. Paul & Associates
Michigan
$693 24 +24 New
OIA
36
OneDigital Investment Advisors
Kansas
-599,769 Closed
AIP
37
Almanack Investment Partners
Pennsylvania
-100,285 Closed
CF
38
Clarity Financial
Texas
-47,670 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
-22,333 Closed
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
-15,228 Closed
TC
41
TownSquare Capital
Utah
-14,092 Closed
SAF
42
Smith Anglin Financial
Texas
-13,346 Closed
AFA
43
Atlas Financial Advisors
California
-12,130 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-6,062 Closed
Creative Planning
45
Creative Planning
Kansas
-500 Closed
HCM
46
Hollencrest Capital Management
California
-484 Closed
PA
47
Parallel Advisors
California
-100 Closed
CFGS
48
Concourse Financial Group Securities
Alabama