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Simplify US Equity PLUS Downside Convexity ETF
SPD

39 hedge funds and large institutions have $70.3M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

34% more funds holding

Funds holding: 29 → 39 (+10)

31% more capital invested

Capital invested by funds: $53.6M → $70.3M (+$16.7M)

5.31% more ownership

Funds ownership: 55.93% → 61.24% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
8
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.3M
2
SCM
Sollinda Capital Management
Florida
+$3.24M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.69M
4
LAS
Lloyd Advisory Services
Georgia
+$1.61M
5
Citadel Advisors
Citadel Advisors
Florida
+$550K

Top Sellers

1
CIAS
Capital Investment Advisory Services
North Carolina
-$1.35M
2
DAS
Dynamic Advisor Solutions
Arizona
-$604K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$411K
4
AIP
Almanack Investment Partners
Pennsylvania
-$382K
5
IAS
Insigneo Advisory Services
Florida
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Ridgepath Capital Management
Tennessee
$213K -$209K -6,687 -50%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$33K +$188 +6 +0.6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$23K +$21.9K +700 New
CA
29
CoreCap Advisors
Michigan
$18.7K – – –
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$15.5K -$8.67K -277 -37%
Morgan Stanley
31
Morgan Stanley
New York
$12.3K +$31 +1 +0.3%
IA
32
IFP Advisors
Florida
$9.41K -$21.2K -676 -70%
RIL
33
Rothschild Investment LLC
Illinois
$7.47K – – –
PA
34
Pineridge Advisors
Missouri
$6.61K -$469 -15 -7%
CAS
35
Coppell Advisory Solutions
Texas
$4.95K +$4.79K +153 New
JP Morgan Chase
36
JP Morgan Chase
New York
$3.23K +$3.13K +100 New
Osaic Holdings
37
Osaic Holdings
Arizona
$2.39K -$7.01K -224 -75%
RWPA
38
Richard W. Paul & Associates
Michigan
$785 – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$65 +$63 +2 New
CIAS
40
Capital Investment Advisory Services
North Carolina
– -$1.35M -43,563 Closed
Wells Fargo
41
Wells Fargo
California
– -$23.3K -750 Closed
1
2

SPD Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2024, worth a combined $70.3M — up 31% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPD positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.3M. The largest seller was Capital Investment Advisory Services, exiting entirely with an estimated $1.35M sold.

  • 39 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $70.3M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2024, up 31% quarter-over-quarter.
  • 12 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2024 was HighTower Advisors, an estimated $8.3M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2024 was Capital Investment Advisory Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2024.