Simplify US Equity PLUS Downside Convexity ETF
SPD
34 hedge funds and large institutions have $53.2M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.
6.23% less ownership
Funds ownership: 61.24% → 55.02% (-6.2%)
13% less funds holding
Funds holding: 39 → 34 (-5)
24% less capital invested
Capital invested by funds: $70.3M → $53.2M (-$17.1M)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.96M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.03M |
| 3 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$580K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$508K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sollinda Capital Management
Miami,
Florida
|
-$15.8M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$12.6M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$521K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$410K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$390K |
SPD Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q3 2024, worth a combined $53.2M — down 24% from $70.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SPD and 4 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was HighTower Advisors, adding an estimated $6.96M. The largest seller was Sollinda Capital Management, exiting entirely with an estimated $15.8M sold.
- 34 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q3 2024, down from 39 in Q2 2024.
- Funds reported $53.2M of Simplify US Equity PLUS Downside Convexity ETF stock for Q3 2024, down 24% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q3 2024 and 9 closed out, a net change of -5 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q3 2024 was HighTower Advisors, an estimated $6.96M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q3 2024 was Sollinda Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2024.