Simplify US Equity PLUS Downside Convexity ETF
SPD
23 hedge funds and large institutions have $102M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
460% more capital invested
Capital invested by funds: $18.2M → $102M (+$84M)
229% more funds holding
Funds holding: 7 → 23 (+16)
20.47% more ownership
Funds ownership: 59.84% → 80.3% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$23M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.3M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$8.95M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$456K |
SPD Hedge Fund Activity: Q1 2021 in Review
23 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2021, worth a combined $102M — up 460% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SPD positions and 0 closed out — a net gain of 16 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $23M. The largest seller was IFP Advisors, cutting an estimated $456K.
- 23 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $102M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2021, up 460% quarter-over-quarter.
- 16 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2021 and 0 closed out, a net change of +16 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2021 was Financial Enhancement Group, an estimated $23M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2021 was IFP Advisors, an estimated $456K sold.
Based on aggregated 13F filings for Q1 2021.