SPD icon

Simplify US Equity PLUS Downside Convexity ETF

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.

Holders
23
Holders Change
+16
Holders Change %
+228.57%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
6
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$26.9M 953,210 +834,119 +700%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.6M 693,898 +565,031 +438%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.5M 443,931 +134,767 +44%
RJA
4
Raymond James & Associates
Florida
$11.6M 410,916 +410,916 New
KCM
5
Kathmere Capital Management
Pennsylvania
$10.2M 361,158 +324,131 +875%
TWM
6
Tradition Wealth Management
Minnesota
$5.3M 187,513 +187,513 New
SAM
7
Stringer Asset Management
Tennessee
$5.02M 177,738 +177,738 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.25M 115,058 +115,058 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.29M 81,202 +81,202 New
PFS
10
Prospera Financial Services
Texas
$1.55M 54,994 +54,994 New
WIA
11
World Investment Advisors
California
$1.36M 46,496 +461 +1%
BS
12
Boenning & Scattergood
Pennsylvania
$836K 29,615 +29,615 New
CWM
13
Collaborative Wealth Management
Florida
$501K 15,984 +15,984 New
IA
14
IFP Advisors
Florida
$323K 11,453 -16,526 -59%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$300K 10,606 +10,606 New
Osaic Holdings
16
Osaic Holdings
Arizona
$252K 8,911 +922 +12%
CFGS
17
Concourse Financial Group Securities
Alabama
$101K 3,577 +3,577 New
EP
18
Eudaimonia Partners
Tennessee
$80K 2,825 +2,825 New
CFA
19
Carroll Financial Associates
North Carolina
$76K 2,715 +2,715 New
BW
20
Bison Wealth
Georgia
$64K 40,834 +40,834 New
SCA
21
Stonebridge Capital Advisors
Minnesota
$24K 845 +845 New
UBS Group
22
UBS Group
Switzerland
$7K 244 +244 New
TCM
23
TD Capital Management
Tennessee
$1K 36 +36 New