Simplify US Equity PLUS Downside Convexity ETF
SPD
22 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 3 closing their positions.
72% more capital invested
Capital invested by funds: $102M → $176M (+$73.7M)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.45% less ownership
Funds ownership: 80.3% → 78.85% (-1.5%)
4% less funds holding
Funds holding: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$44.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.94M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$5.72M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$3.94M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$111K |
| 2 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$80K |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$69.4K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$35.5K |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$24K |
SPD Hedge Fund Activity: Q2 2021 in Review
22 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2021, worth a combined $176M — up 72% from $102M a quarter earlier.
Fund positioning in SPD was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 7 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $44.7M. The largest seller was Prospera Financial Services, cutting an estimated $111K.
- 22 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2021, down from 23 in Q1 2021.
- Funds reported $176M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2021, up 72% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2021 was Financial Enhancement Group, an estimated $44.7M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2021 was Prospera Financial Services, an estimated $111K sold.
Based on aggregated 13F filings for Q2 2021.