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Simplify US Equity PLUS Downside Convexity ETF

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.

Holders
53
Holders Change
-11
Holders Change %
-17.19%
% of All Funds
0.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
4
Increased
17
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$42.2M 1,595,859 -770,310 -33%
SAF
2
Smith Anglin Financial
Texas
$32M 1,209,760 +1,187,514 +5,338%
LPL Financial
3
LPL Financial
California
$26.5M 1,003,736 +604,084 +151%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$26.2M 991,059 +127,076 +15%
KCM
5
Kathmere Capital Management
Pennsylvania
$23.3M 881,486 +15,462 +2%
AFA
6
Atlas Financial Advisors
California
$18M 682,378 -96,078 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.5M 586,691 -27,192 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.6M 475,317 -80,070 -14%
FS
9
Ferguson Shapiro
Georgia
$10.9M 412,066 -7,844 -2%
RJA
10
Raymond James & Associates
Florida
$10.6M 398,936 -24,852 -6%
IWC
11
Integrated Wealth Concepts
Massachusetts
$9.32M 352,244 +44,805 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.19M 347,348 -11,062 -3%
WI
13
WJ Interests
Texas
$8.38M 316,707 +78,271 +33%
PFG
14
Pacific Financial Group
Washington
$6.68M 252,677 +39,044 +18%
IA
15
IFP Advisors
Florida
$6.57M 264,707 +115,120 +77%
RCIM
16
Red Cedar Investment Management
Michigan
$4.85M 183,405
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$4.61M 174,310 +35,455 +26%
AWM
18
Apollon Wealth Management
South Carolina
$4.38M 165,410 +34,594 +26%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.43M 129,556 -1,748 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.97M 74,505 -3,510 -4%
SAM
21
Stringer Asset Management
Tennessee
$1.85M 90,430 -18,645 -17%
AFP
22
Ausdal Financial Partners
Iowa
$1.59M 60,113 -3,680 -6%
BW
23
Bison Wealth
Georgia
$1.53M 57,814 -411 -0.7%
AWM
24
AE Wealth Management
Kansas
$1.47M 55,488 +18,408 +50%
M1FG
25
Mach-1 Financial Group
Arkansas
$1.47M 55,418 +18,408 +50%