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Simplify US Equity PLUS Downside Convexity ETF

40 hedge funds and large institutions have $55.8M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 15 closing their positions.

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
13
Reduced
8
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$93.2K 3,013 +3,013 New
AWM
27
AE Wealth Management
Kansas
$84.2K 2,724 -144,905 -98%
FFA
28
Farther Finance Advisors
California
$67.8K 2,184
US Bancorp
29
US Bancorp
Minnesota
$52.8K 1,707 +1,093 +178%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$32K 1,014 +314 +45%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$31.7K 1,025 +450 +78%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$24K 781
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$19.3K 650 +650 New
NS
34
NBC Securities
Alabama
$11K 380 +380 New
RIL
35
Rothschild Investment LLC
Illinois
$7.15K 231
IA
36
IFP Advisors
Florida
$4.55K 147
LRWM
37
Lord & Richards Wealth Management
Colorado
$897 29 +29 New
PSFG
38
Park Square Financial Group
Georgia
$371 12 -144 -92%
Morgan Stanley
39
Morgan Stanley
New York
$53 1 -380 -100%
AF
40
Allworth Financial
California
$33 1
RCM
41
Ridgepath Capital Management
Tennessee
-284,816 Closed
AWM
42
Axxcess Wealth Management
California
-284,816 Closed
AIP
43
Almanack Investment Partners
Pennsylvania
-142,651 Closed
LAS
44
Lloyd Advisory Services
Georgia
-48,636 Closed
BOSSRA
45
B.O.S.S. Retirement Advisors
Utah
-25,687 Closed
OMC
46
Old Mission Capital
Illinois
-18,194 Closed
HBS
47
Howard Bailey Securities
Indiana
-12,530 Closed
GLR
48
Great Lakes Retirement
Ohio
-10,059 Closed
T
49
Transce3nd
Texas
-506 Closed
CAWM
50
Capital A Wealth Management
Pennsylvania
-493 Closed