Simplify US Equity PLUS Downside Convexity ETF
SPD
7 hedge funds and large institutions have $18.2M invested in Simplify US Equity PLUS Downside Convexity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
1,094% more capital invested
Capital invested by funds: $1.53M → $18.2M (+$16.7M)
600% more funds holding
Funds holding: 1 → 7 (+6)
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
3.43% less ownership
Funds ownership: 63.26% → 59.84% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$7.92M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.3M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$3.05M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.18M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $8.31M | +$7.92M | +309,164 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.47M | +$3.3M | +128,867 | New |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $3.2M | +$3.05M | +119,091 | New |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $1.29M | +$1.18M | +46,035 | New |
|
|
KCM
5
Kathmere Capital Management
Wayne,
Pennsylvania
| $996K | +$948K | +37,027 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $750K | +$716K | +27,979 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $215K | +$205K | +7,989 | New |
|
|
8
Wolverine Trading
Chicago,
Illinois
| – | -$1.53M | -63,262 | Closed |
|
SPD Hedge Fund Activity: Q4 2020 in Review
7 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q4 2020, worth a combined $18.2M — up 1,094% from $1.53M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPD positions and 1 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $7.92M. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.53M sold.
- 7 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q4 2020, up from 1 in Q3 2020.
- Funds reported $18.2M of Simplify US Equity PLUS Downside Convexity ETF stock for Q4 2020, up 1,094% quarter-over-quarter.
- 7 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q4 2020 was HighTower Advisors, an estimated $7.92M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q4 2020 was Wolverine Trading, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2020.