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Simplify US Equity PLUS Downside Convexity ETF

23 hedge funds and large institutions have $176M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$74.6M 2,460,508 +1,507,298 +158%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.3M 704,062 +10,164 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.3M 636,720 +192,789 +43%
KCM
4
Kathmere Capital Management
Pennsylvania
$15M 493,960 +132,802 +37%
RJA
5
Raymond James & Associates
Florida
$12.4M 410,443 -473 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.6M 349,177 +234,119 +203%
TWM
7
Tradition Wealth Management
Minnesota
$5.96M 196,610 +9,097 +5%
SAM
8
Stringer Asset Management
Tennessee
$5.45M 179,847 +2,109 +1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.44M 80,425 -777 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.56M 51,573 +51,573 New
PFS
11
Prospera Financial Services
Texas
$1.55M 51,234 -3,760 -7%
WIA
12
World Investment Advisors
California
$1.38M 45,300 -1,196 -3%
OMC
13
Old Mission Capital
Illinois
$1.04M 34,245 +34,245 New
BS
14
Boenning & Scattergood
Pennsylvania
$951K 31,390 +1,775 +6%
BW
15
Bison Wealth
Georgia
$727K 38,493 -2,341 -6%
AWM
16
Apollon Wealth Management
South Carolina
$406K 13,401 +13,401 New
IA
17
IFP Advisors
Florida
$387K 12,823 +1,370 +12%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$316K 10,441 -165 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$270K 8,911
CFA
20
Carroll Financial Associates
North Carolina
$155K 5,115 +2,400 +88%
CFGS
21
Concourse Financial Group Securities
Alabama
$100K 3,298 -279 -8%
TCM
22
TD Capital Management
Tennessee
$30K 1,000 +964 +2,678%
SCA
23
Stonebridge Capital Advisors
Minnesota
$24K 845
EP
24
Eudaimonia Partners
Tennessee
-2,825 Closed
UBS Group
25
UBS Group
Switzerland
-244 Closed