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Simplify US Equity PLUS Downside Convexity ETF

46 hedge funds and large institutions have $103M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$256K 7,676
Jane Street
27
Jane Street
New York
$248K 7,424 +7,424 New
PFA
28
Pathway Financial Advisors
Vermont
$237K 7,115
FFA
29
Farther Finance Advisors
California
$72.9K 2,184 +2,184 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$26K 781 -101 -11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$23K 700 -12 -2%
US Bancorp
32
US Bancorp
Minnesota
$20.5K 614 +614 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$19.2K 575 +575 New
T
34
Transce3nd
Texas
$16.9K 506 +506 New
CAWM
35
Capital A Wealth Management
Pennsylvania
$16.5K 493 +493 New
Morgan Stanley
36
Morgan Stanley
New York
$12.7K 381
RIL
37
Rothschild Investment LLC
Illinois
$7.71K 231
PSFG
38
Park Square Financial Group
Georgia
$5.21K 156 +156 New
CAS
39
Coppell Advisory Solutions
Texas
$5.12K 152 -1 -0.7%
IA
40
IFP Advisors
Florida
$4.89K 147 +1 +0.7%
PA
41
Pineridge Advisors
Missouri
$4.19K 126 -59 -32%
Q1WB
42
Quest 10 Wealth Builders
Virginia
$3.94K 118 +118 New
DRP
43
Decker Retirement Planning
Utah
$2.15K 64 +64 New
Osaic Holdings
44
Osaic Holdings
Arizona
$1.98K 59 -15 -20%
RWPA
45
Richard W. Paul & Associates
Michigan
$815 24
AF
46
Allworth Financial
California
$33 1 +1 New
FEG
47
Financial Enhancement Group
Indiana
-26,368 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
-8,786 Closed
CA
49
CoreCap Advisors
Michigan
-579 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-33 Closed