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Simplify US Equity PLUS Downside Convexity ETF
SPD

64 hedge funds and large institutions have $280M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

11.41% more ownership

Funds ownership: 51.4% → 62.8% (+11%)

9% more capital invested

Capital invested by funds: $257M → $280M (+$22.9M)

7% more funds holding

Funds holding: 60 → 64 (+4)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
18
Increased
15
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$24.8M
2
FEG
Financial Enhancement Group
Indiana
+$15.8M
3
LPL Financial
LPL Financial
California
+$11.5M
4
AFA
Atlas Financial Advisors
California
+$8.7M
5
PFG
Pacific Financial Group
Washington
+$6.13M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.5M
2
TWM
Tradition Wealth Management
Minnesota
-$7.78M
3
SAS
SMI Advisory Services
Indiana
-$6.86M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.1M
5
RJA
Raymond James & Associates
Florida
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$62.6M +$15.8M +549,975 +30%
KCM
2
Kathmere Capital Management
Pennsylvania
$22.9M +$5.94M +206,947 +31%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.9M +$24.8M +863,983 New
AFA
4
Atlas Financial Advisors
California
$20.6M +$8.7M +303,165 +64%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M -$3.1M -108,198 -15%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.7M +$1.41M +48,993 +10%
RJA
7
Raymond James & Associates
Florida
$11.2M -$1.7M -59,163 -12%
FS
8
Ferguson Shapiro
Georgia
$11.1M +$2.21M +77,122 +22%
LPL Financial
9
LPL Financial
California
$10.6M +$11.5M +399,652 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.49M -$197K -6,867 -2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$8.14M +$2.61M +90,948 +42%
WI
12
WJ Interests
Texas
$6.31M +$6.84M +238,436 New
PFG
13
Pacific Financial Group
Washington
$5.66M +$6.13M +213,633 New
RCIM
14
Red Cedar Investment Management
Michigan
$4.86M +$5.26M +183,405 New
IA
15
IFP Advisors
Florida
$3.71M – – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.67M +$3.98M +138,855 New
BCI
17
Brinker Capital Investments
Pennsylvania
$3.48M -$520K -18,119 -12%
AWM
18
Apollon Wealth Management
South Carolina
$3.46M +$1.08M +37,749 +41%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.34M -$630K -21,956 -15%
CF
20
Centaurus Financial
California
$3.21M +$3.48M +121,285 New
AIP
21
Almanack Investment Partners
Pennsylvania
$2.89M +$3.13M +109,123 New
SAM
22
Stringer Asset Management
Tennessee
$2.89M -$914K -31,848 -23%
OMC
23
Old Mission Capital
Illinois
$2.56M +$280K +9,771 +11%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.06M -$523K -18,215 -19%
SI
25
Stephens Inc
Arkansas
$1.87M -$956K -33,306 -32%
1
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SPD Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2022, worth a combined $280M — up 8.9% from $257M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPD positions and 13 closed out — a net gain of 5 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $24.8M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 64 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2022, up from 60 in Q1 2022.
  • Funds reported $280M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2022, up 8.9% quarter-over-quarter.
  • 18 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2022 and 13 closed out, a net change of +5 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $24.8M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2022 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.