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Simplify US Equity PLUS Downside Convexity ETF

54 hedge funds and large institutions have $293M invested in Simplify US Equity PLUS Downside Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
21
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$75.1M 2,259,331 -110,957 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.4M 945,333 +167,259 +21%
HighTower Advisors
3
HighTower Advisors
Illinois
$29.9M 898,745 +201,784 +29%
RJA
4
Raymond James & Associates
Florida
$20.9M 627,954 +361 +0.1%
KCM
5
Kathmere Capital Management
Pennsylvania
$20.7M 623,361 +32,623 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M 411,019 +926 +0.2%
AFA
7
Atlas Financial Advisors
California
$13.3M 398,968 +398,968 New
CFA
8
Carroll Financial Associates
North Carolina
$11.2M 335,216 +21,736 +7%
SAM
9
Stringer Asset Management
Tennessee
$8.91M 146,910 -114,640 -44%
TWM
10
Tradition Wealth Management
Minnesota
$7.49M 225,142 +16,834 +8%
FS
11
Ferguson Shapiro
Georgia
$6.49M 195,252 +44,655 +30%
SAS
12
SMI Advisory Services
Indiana
$6.49M 195,214 +195,214 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$5.23M 157,271 +81,393 +107%
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$5M 150,805 +150,805 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.62M 108,963 -276 -0.3%
AWM
16
Apollon Wealth Management
South Carolina
$3.5M 105,164 +42,121 +67%
TF
17
Trek Financial
Arizona
$2.88M 86,432 +38,577 +81%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.76M 82,880 +82,880 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.24M 66,986 +4,409 +7%
BW
20
Bison Wealth
Georgia
$1.97M 59,161 +10,161 +21%
PAG
21
Private Advisor Group
New Jersey
$1.68M 50,415 +50,415 New
PFS
22
Prospera Financial Services
Texas
$1.66M 50,009 -2,410 -5%
SPIA
23
Steward Partners Investment Advisory
New York
$1.51M 45,325
CF
24
Clarity Financial
Texas
$1.46M 43,905 +1,226 +3%
OMC
25
Old Mission Capital
Illinois
$1.33M 39,999 +39,999 New