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Simplify US Equity PLUS Downside Convexity ETF
SPD

40 hedge funds and large institutions have $56M 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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

11.17% less ownership

Funds ownership: 75.24% → 64.07% (-11%)

13% less funds holding

Funds holding: 46 → 40 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

46% less capital invested

Capital invested by funds: $103M → $56M (-$47M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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
–

Top Buyers

1
AWA
Authentikos Wealth Advisory
California
+$7.28M
2
PEA
Park Edge Advisors
Ohio
+$1.65M
3
AFG
Atomi Financial Group
New York
+$541K
4
Jane Street
Jane Street
New York
+$450K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$320K

Top Sellers

1
SCM
Sollinda Capital Management
Florida
-$19.2M
2
AWM
Axxcess Wealth Management
California
-$9.5M
3
RCM
Ridgepath Capital Management
Tennessee
-$9.5M
4
AWM
AE Wealth Management
Kansas
-$4.82M
5
AIP
Almanack Investment Partners
Pennsylvania
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$93.2K +$100K +3,013 New
AWM
27
AE Wealth Management
Kansas
$84.2K -$4.82M -144,905 -98%
FFA
28
Farther Finance Advisors
California
$67.8K – – –
US Bancorp
29
US Bancorp
Minnesota
$52.8K +$36.3K +1,093 +178%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$32K +$10.4K +314 +45%
JP Morgan Chase
31
JP Morgan Chase
New York
$31.7K +$15K +450 +78%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$19.3K +$21.6K +650 New
NS
34
NBC Securities
Alabama
$11K +$12.6K +380 New
RIL
35
Rothschild Investment LLC
Illinois
$7.14K – – –
IA
36
IFP Advisors
Florida
$4.54K – – –
LRWM
37
Lord & Richards Wealth Management
Colorado
$897 +$964 +29 New
PSFG
38
Park Square Financial Group
Georgia
$371 -$4.79K -144 -92%
Morgan Stanley
39
Morgan Stanley
New York
$53 -$12.6K -380 -100%
AF
40
Allworth Financial
California
$33 – – –
AWM
41
Axxcess Wealth Management
California
– -$9.5M -284,816 Closed
RCM
42
Ridgepath Capital Management
Tennessee
– -$9.5M -284,816 Closed
AIP
43
Almanack Investment Partners
Pennsylvania
– -$4.76M -142,651 Closed
LAS
44
Lloyd Advisory Services
Georgia
– -$1.62M -48,636 Closed
BOSSRA
45
B.O.S.S. Retirement Advisors
Utah
– -$857K -25,687 Closed
OMC
46
Old Mission Capital
Illinois
– -$607K -18,194 Closed
HBS
47
Howard Bailey Securities
Indiana
– -$418K -12,530 Closed
GLR
48
Great Lakes Retirement
Ohio
– -$336K -10,059 Closed
T
49
Transce3nd
Texas
– -$16.9K -506 Closed
CAWM
50
Capital A Wealth Management
Pennsylvania
– -$16.5K -493 Closed
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SPD Hedge Fund Activity: Q1 2025 in Review

40 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2025, worth a combined $56M — down 46% from $103M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPD and 10 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Authentikos Wealth Advisory, adding an estimated $7.28M. The largest seller was Sollinda Capital Management, cutting an estimated $19.2M.

  • 40 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $56M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2025, down 46% quarter-over-quarter.
  • 10 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2025 and 15 closed out, a net change of -5 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2025 was Authentikos Wealth Advisory, an estimated $7.28M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2025 was Sollinda Capital Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.