Simplify US Equity PLUS Downside Convexity ETF
SPD
54 hedge funds and large institutions have $293M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more funds holding
Funds holding: 41 → 54 (+13)
31% more capital invested
Capital invested by funds: $223M → $293M (+$69.2M)
4.29% less ownership
Funds ownership: 71.05% → 66.76% (-4.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
51
Founders Capital Management (Texas)
Houston,
Texas
| $13K | +$64 | +2 | +0.5% |
|
|
HI
52
Hudock Inc
Williamsport,
Pennsylvania
| $3K | +$740 | +23 | +27% |
|
|
DHGWA
53
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $3K | +$3.25K | +101 | New |
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.37M | -45,034 | Closed |
|
|
CAN
55
Cetera Advisor Networks
El Segundo,
California
| – | -$1.33M | -43,627 | Closed |
|
|
AI
56
Atria Investments
Charlotte,
North Carolina
| – | -$1.21M | -39,741 | Closed |
|
|
BC
57
Bartlett & Co
Cincinnati,
Ohio
| – | -$35K | -1,145 | Closed |
|
|
BCWM
58
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$34.8K | -1,145 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$5K | -153 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
SPD Hedge Fund Activity: Q4 2021 in Review
54 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q4 2021, worth a combined $293M — up 31% from $223M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SPD positions and 6 closed out — a net gain of 14 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $6.49M. The largest seller was Stringer Asset Management, cutting an estimated $3.69M.
- 54 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q4 2021, up from 41 in Q3 2021.
- Funds reported $293M of Simplify US Equity PLUS Downside Convexity ETF stock for Q4 2021, up 31% quarter-over-quarter.
- 20 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q4 2021 and 6 closed out, a net change of +14 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q4 2021 was HighTower Advisors, an estimated $6.49M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q4 2021 was Stringer Asset Management, an estimated $3.69M sold.
Based on aggregated 13F filings for Q4 2021.