Simplify US Equity PLUS Downside Convexity ETF
SPD
SPD
43 hedge funds and large institutions have $46.4M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
17% less capital invested
Capital invested by funds: $55.8M → $46.4M (-$9.43M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Holders
43
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$6.94M | |
| 2 | +$1.74M | |
| 3 | +$1.68M | |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.62M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$939K |
Top Sellers
| 1 | -$14.5M | |
| 2 | -$7.03M | |
| 3 | -$6.94M | |
| 4 |
AWM
Austin Wealth Management
Austin,
Texas
|
-$1.66M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$1.09M |
