Simplify US Equity PLUS Downside Convexity ETF
SPD
29 hedge funds and large institutions have $53.6M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 10 closing their positions.
14% more capital invested
Capital invested by funds: $47M → $53.6M (+$6.6M)
0.42% less ownership
Funds ownership: 56.35% → 55.93% (-0.42%)
17% less funds holding
Funds holding: 35 → 29 (-6)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.85M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.52M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.39M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$713K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $9.26K | +$450 | +15 | +5% |
|
|
RIL
27
Rothschild Investment LLC
Chicago,
Illinois
| $7.18K | – | – | – |
|
|
PA
28
Pineridge Advisors
St. Charles,
Missouri
| $6.8K | -$420 | -14 | -6% |
|
|
RWPA
29
Richard W. Paul & Associates
Novi,
Michigan
| $753 | – | – | – |
|
|
30
LPL Financial
San Diego,
California
| – | -$1.52M | -53,054 | Closed |
|
|
LAS
31
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1.39M | -48,540 | Closed |
|
32
HighTower Advisors
Chicago,
Illinois
| – | -$674K | -23,428 | Closed |
|
|
BOSSRA
33
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$671K | -23,343 | Closed |
|
|
PEA
34
Park Edge Advisors
Cleveland,
Ohio
| – | -$539K | -18,760 | Closed |
|
|
GS
35
GTS Securities
New York
| – | -$502K | -17,456 | Closed |
|
36
Wolverine Trading
Chicago,
Illinois
| – | -$261K | -9,090 | Closed |
|
|
OLVIG
37
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$1.55K | -54 | Closed |
|
38
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1.34K | -47 | Closed |
|
|
TCM
39
TD Capital Management
Memphis,
Tennessee
| – | -$877 | -31 | Closed |
|
SPD Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2024, worth a combined $53.6M — up 14% from $47M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SPD and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was Sollinda Capital Management, opening a new position worth an estimated $11.6M. The largest seller was AE Wealth Management, cutting an estimated $5.85M.
- 29 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2024, down from 35 in Q4 2023.
- Funds reported $53.6M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2024 and 10 closed out, a net change of -6 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2024 was Sollinda Capital Management, an estimated $11.6M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2024 was AE Wealth Management, an estimated $5.85M sold.
Based on aggregated 13F filings for Q1 2024.