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Simplify US Equity PLUS Downside Convexity ETF

41 hedge funds and large institutions have $46.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
6
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$41.8K -$142K -4,577 -77%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$32K +$2.25K +59 +8%
T
28
Transce3nd
Texas
$29.7K +$29.7K +782 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$27K -$12.1K -314 -31%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$24.7K
NS
31
NBC Securities
Alabama
$14K
PSFG
32
Park Square Financial Group
Georgia
$10.6K +$10.2K +268 +2,233%
RIL
33
Rothschild Investment LLC
Illinois
$8.78K
IA
34
IFP Advisors
Florida
$5.6K
UBS Group
35
UBS Group
Switzerland
$4.64K -$110K -2,891 -96%
DRP
36
Decker Retirement Planning
Utah
$3.09K +$3.09K +81 New
RWPA
37
Richard W. Paul & Associates
Michigan
$1.75K +$1.75K +46 New
GRP
38
Global Retirement Partners
California
$1.49K +$1.49K +39 New
PA
39
Pineridge Advisors
Missouri
$305 +$305 +8 New
Morgan Stanley
40
Morgan Stanley
New York
$44
AF
41
Allworth Financial
California
$36
HighTower Advisors
42
HighTower Advisors
Illinois
-$14.5M -468,920 Closed
EFG
43
Ethos Financial Group
Pennsylvania
-$6.94M -218,903 Closed
Jane Street
44
Jane Street
New York
-$649K -20,967 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$540K -17,466 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$298K -9,631 Closed
ACI
47
Alpha Cubed Investments
California
-$274K -8,843 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
-$203K -6,575 Closed
US Bancorp
49
US Bancorp
Minnesota
-$52.8K -1,707 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
-$31.7K -1,025 Closed