Simplify US Equity PLUS Downside Convexity ETF
SPD
SPD
44 hedge funds and large institutions have $147M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less first-time investments, than exits
New positions opened: | Existing positions closed:
51% less capital invested
Capital invested by funds: $300M → $147M (-$153M)
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Holders
44
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$6.54M | |
| 2 | +$5.42M | |
| 3 | +$3.37M | |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$3.13M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.18M |
Top Sellers
| 1 | -$40.6M | |
| 2 | -$23.4M | |
| 3 | -$16.1M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.6M |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$10.9M |