SPD icon

Simplify US Equity PLUS Downside Convexity ETF

41 hedge funds and large institutions have $223M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
+18
Holders Change %
+78.26%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
20
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$72.1M 2,370,288 -90,220 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M 778,074 +74,012 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.2M 696,961 +60,241 +9%
RJA
4
Raymond James & Associates
Florida
$19.1M 627,593 +217,150 +53%
KCM
5
Kathmere Capital Management
Pennsylvania
$18M 590,738 +96,778 +20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.5M 410,093 +60,916 +17%
CFA
7
Carroll Financial Associates
North Carolina
$9.54M 313,480 +308,365 +6,029%
SAM
8
Stringer Asset Management
Tennessee
$7.96M 261,550 +81,703 +45%
TWM
9
Tradition Wealth Management
Minnesota
$6.34M 208,308 +11,698 +6%
FS
10
Ferguson Shapiro
Georgia
$4.58M 150,597 +150,597 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.32M 109,239 +28,814 +36%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.31M 75,878 +75,878 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.99M 62,577 +11,004 +21%
AWM
14
Apollon Wealth Management
South Carolina
$1.92M 63,043 +49,642 +370%
PFS
15
Prospera Financial Services
Texas
$1.6M 52,419 +1,185 +2%
WIA
16
World Investment Advisors
California
$1.59M 52,357 +7,057 +16%
BW
17
Bison Wealth
Georgia
$1.49M 49,000 +10,507 +27%
TF
18
Trek Financial
Arizona
$1.46M 47,855 +47,855 New
SPIA
19
Steward Partners Investment Advisory
New York
$1.38M 45,325 +45,325 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.37M 45,034 +45,034 New
CAN
21
Cetera Advisor Networks
California
$1.33M 43,627 +43,627 New
CF
22
Clarity Financial
Texas
$1.3M 42,679 +42,679 New
AI
23
Atria Investments
North Carolina
$1.21M 39,741 +39,741 New
IAIM
24
International Assets Investment Management
Florida
$1.02M 34,405 +34,405 New
BS
25
Boenning & Scattergood
Pennsylvania
$1.02M 33,375 +1,985 +6%