Simplify US Equity PLUS Downside Convexity ETF
SPD
53 hedge funds and large institutions have $300M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 15 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
7% more capital invested
Capital invested by funds: $280M → $300M (+$19.7M)
5.34% more ownership
Funds ownership: 62.8% → 68.15% (+5.3%)
17% less funds holding
Funds holding: 64 → 53 (-11)
32% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 25
73% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$32.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.45M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.13M |
| 5 |
WI
WJ Interests
Sugar Land,
Texas
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$20.9M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.21M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.04M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$2.89M |
| 5 |
AFA
Atlas Financial Advisors
Oroville,
California
|
-$2.61M |
SPD Hedge Fund Activity: Q3 2022 in Review
53 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q3 2022, worth a combined $300M — up 7.1% from $280M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of SPD and 4 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 17 added.
The largest buyer was Smith Anglin Financial, adding an estimated $32.3M. The largest seller was Financial Enhancement Group, cutting an estimated $20.9M.
- 53 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q3 2022, down from 64 in Q2 2022.
- Funds reported $300M of Simplify US Equity PLUS Downside Convexity ETF stock for Q3 2022, up 7.1% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q3 2022 and 15 closed out, a net change of -11 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q3 2022 was Smith Anglin Financial, an estimated $32.3M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q3 2022 was Financial Enhancement Group, an estimated $20.9M sold.
Based on aggregated 13F filings for Q3 2022.