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Simplify US Equity PLUS Downside Convexity ETF

44 hedge funds and large institutions have $147M invested in Simplify US Equity PLUS Downside Convexity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 19 closing their positions.

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
11
Increased
11
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAF
1
Smith Anglin Financial
Texas
$29.1M 1,199,434 -10,326 -0.9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$24.6M 1,014,201 +23,142 +2%
KCM
3
Kathmere Capital Management
Pennsylvania
$24.5M 1,010,683 +129,197 +15%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.1M 745,204 +269,887 +57%
OIA
5
OneDigital Investment Advisors
Kansas
$6.74M 277,874 +223,436 +410%
PFG
6
Pacific Financial Group
Washington
$6.68M 275,424 +22,747 +9%
IA
7
IFP Advisors
Florida
$6.31M 254,119 -10,588 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$5.41M 223,102 +48,792 +28%
RCIM
9
Red Cedar Investment Management
Michigan
$4.45M 183,405
AIP
10
Almanack Investment Partners
Pennsylvania
$3.37M 138,988 +138,988 New
BW
11
Bison Wealth
Georgia
$1.49M 58,629 +815 +1%
AFP
12
Ausdal Financial Partners
Iowa
$1.38M 56,791 -3,322 -6%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$1.2M 49,841 -4,640 -9%
BS
14
Boenning & Scattergood
Pennsylvania
$1.06M 33,745 +33,745 New
SPIA
15
Steward Partners Investment Advisory
New York
$1.01M 41,493
LPL Financial
16
LPL Financial
California
$946K 38,993 -964,743 -96%
CF
17
Clarity Financial
Texas
$936K 38,601 +3,042 +9%
PFS
18
Prospera Financial Services
Texas
$878K 36,190 -12,926 -26%
IAS
19
Insigneo Advisory Services
Florida
$775K 31,952 +31,952 New
WIA
20
World Investment Advisors
California
$756K 31,176 -1,036 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$727K 29,982 -3,381 -10%
FEG
22
Financial Enhancement Group
Indiana
$695K 26,823 -1,569,036 -98%
Jane Street
23
Jane Street
New York
$651K 26,864 +26,864 New
OMC
24
Old Mission Capital
Illinois
$619K 25,536 +1,536 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$600K 24,727 -561,964 -96%