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Simplify US Equity PLUS Downside Convexity ETF

59 hedge funds and large institutions have $257M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
22
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$56.9M 1,816,194 -443,137 -20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.6M 722,081 -223,252 -24%
KCM
3
Kathmere Capital Management
Pennsylvania
$20.7M 659,077 +35,716 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.9M 506,394 -392,351 -44%
RJA
5
Raymond James & Associates
Florida
$15.1M 482,951 -145,003 -23%
AFA
6
Atlas Financial Advisors
California
$14.9M 475,291 +76,323 +19%
Jane Street
7
Jane Street
New York
$11.7M 374,636 +374,636 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.4M 365,277 -45,742 -11%
FS
9
Ferguson Shapiro
Georgia
$10.7M 342,788 +147,536 +76%
TWM
10
Tradition Wealth Management
Minnesota
$7.78M 248,174 +23,032 +10%
SAS
11
SMI Advisory Services
Indiana
$6.86M 218,899 +23,685 +12%
IWC
12
Integrated Wealth Concepts
Massachusetts
$6.79M 216,491 +59,220 +38%
BCI
13
Brinker Capital Investments
Pennsylvania
$4.68M 149,423 +149,423 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.64M 148,143 +148,143 New
SAM
15
Stringer Asset Management
Tennessee
$4.42M 140,923 -5,987 -4%
IA
16
IFP Advisors
Florida
$3.71M 149,587 +122,081 +444%
SI
17
Stephens Inc
Arkansas
$3.26M 103,983 +94,813 +1,034%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.02M 96,230 -12,733 -12%
AWM
19
Apollon Wealth Management
South Carolina
$2.92M 93,067 -12,097 -12%
OMC
20
Old Mission Capital
Illinois
$2.73M 87,149 +47,150 +118%
BW
21
Bison Wealth
Georgia
$2.45M 78,001 +18,840 +32%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$2.07M 34,975 -115,830 -77%
AFP
23
Ausdal Financial Partners
Iowa
$2.01M 64,093 +64,093 New
PFS
24
Prospera Financial Services
Texas
$1.55M 49,306 -703 -1%
CF
25
Clarity Financial
Texas
$1.42M 45,154 +1,249 +3%