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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
CAS
51
Coppell Advisory Solutions
Texas
– -$5.12K -152 Closed
PA
52
Pineridge Advisors
Missouri
– -$4.19K -126 Closed
Q1WB
53
Quest 10 Wealth Builders
Virginia
– -$3.94K -118 Closed
DRP
54
Decker Retirement Planning
Utah
– -$2.15K -64 Closed
RWPA
55
Richard W. Paul & Associates
Michigan
– -$815 -24 Closed
1 2
3

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.