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Simplify US Equity PLUS Downside Convexity ETF
SPD

Overview Fund Activity

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 12 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% 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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$22.9M
2
FEG
2
Financial Enhancement Group
Indiana
$62.6M
3
LPL Financial
3
LPL Financial
California
$10.6M
4
AFA
4
Atlas Financial Advisors
California
$20.6M
5
WI
5
WJ Interests
Texas
$6.31M

Top Sellers

1
Jane Street
1
Jane Street
New York
$209K
2
TWM
2
Tradition Wealth Management
Minnesota
$0
3
SAS
3
SMI Advisory Services
Indiana
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
5
RJA
5
Raymond James & Associates
Florida
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$62.6M 2,366,169 +549,975 +30%
KCM
2
Kathmere Capital Management
Pennsylvania
$22.9M 866,024 +206,947 +31%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.9M 863,983 +863,983 New
AFA
4
Atlas Financial Advisors
California
$20.6M 778,456 +303,165 +64%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M 613,883 -108,198 -15%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.7M 555,387 +48,993 +10%
RJA
7
Raymond James & Associates
Florida
$11.2M 423,788 -59,163 -12%
FS
8
Ferguson Shapiro
Georgia
$11.1M 419,910 +77,122 +22%
LPL Financial
9
LPL Financial
California
$10.6M 399,652 +399,652 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.49M 358,410 -6,867 -2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$8.14M 307,439 +90,948 +42%
WI
12
WJ Interests
Texas
$6.31M 238,436 +238,436 New
PFG
13
Pacific Financial Group
Washington
$5.66M 213,633 +213,633 New
RCIM
14
Red Cedar Investment Management
Michigan
$4.86M 183,405 +183,405 New
IA
15
IFP Advisors
Florida
$3.71M 149,587 – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.68M 138,855 +138,855 New
BCI
17
Brinker Capital Investments
Pennsylvania
$3.48M 131,304 -18,119 -12%
AWM
18
Apollon Wealth Management
South Carolina
$3.46M 130,816 +37,749 +41%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.34M 126,187 -21,956 -15%
CF
20
Centaurus Financial
California
$3.21M 121,285 +121,285 New
AIP
21
Almanack Investment Partners
Pennsylvania
$2.89M 109,123 +109,123 New
SAM
22
Stringer Asset Management
Tennessee
$2.89M 109,075 -31,848 -23%
OMC
23
Old Mission Capital
Illinois
$2.57M 96,920 +9,771 +11%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.07M 78,015 -18,215 -19%
SI
25
Stephens Inc
Arkansas
$1.87M 70,677 -33,306 -32%
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