Simplify US Equity PLUS Downside Convexity ETF
SPD
64 hedge funds and large institutions have $280M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 13 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
11.41% more ownership
Funds ownership: 51.4% → 62.8% (+11%)
9% more capital invested
Capital invested by funds: $257M → $280M (+$22.9M)
7% more funds holding
Funds holding: 60 → 64 (+4)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$24.8M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$15.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.5M |
| 4 |
AFA
Atlas Financial Advisors
Oroville,
California
|
+$8.7M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$6.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.5M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$7.78M |
| 3 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$6.86M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Hudock Inc
Williamsport,
Pennsylvania
| – | -$3K | -114 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | +$172 | +6 | +600% |
|
SPD Hedge Fund Activity: Q2 2022 in Review
64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2022, worth a combined $280M — up 8.9% from $257M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPD positions and 13 closed out — a net gain of 5 holders — while 15 added to existing stakes and 23 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $24.8M. The largest seller was Jane Street, cutting an estimated $10.5M.
- 64 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2022, up from 60 in Q1 2022.
- Funds reported $280M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2022, up 8.9% quarter-over-quarter.
- 18 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2022 and 13 closed out, a net change of +5 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $24.8M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2022 was Jane Street, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2022.