Simplify US Equity PLUS Downside Convexity ETF
SPD
43 hedge funds and large institutions have $47.1M 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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
8% more funds holding
Funds holding: 40 → 43 (+3)
10.6% less ownership
Funds ownership: 64.07% → 53.47% (-11%)
16% less capital invested
Capital invested by funds: $56M → $47.1M (-$8.9M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.45M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.62M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.56M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.51M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$14.5M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$6.94M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.38M |
| 4 |
AWM
Austin Wealth Management
Austin,
Texas
|
-$1.56M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| – | -$52.8K | -1,707 | Closed |
|
52
JP Morgan Chase
New York
| – | -$31.7K | -1,025 | Closed |
|
|
LRWM
53
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| – | -$897 | -29 | Closed |
|
SPD Hedge Fund Activity: Q2 2025 in Review
43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2025, worth a combined $47.1M — down 16% from $56M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPD positions and 10 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.45M. The largest seller was HighTower Advisors, exiting entirely with an estimated $14.5M sold.
- 43 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2025, up from 40 in Q1 2025.
- Funds reported $47.1M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2025, down 16% quarter-over-quarter.
- 13 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2025 was AE Wealth Management, an estimated $6.45M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2025 was HighTower Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2025.