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Simplify US Equity PLUS Downside Convexity ETF

39 hedge funds and large institutions have $71.7M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
9
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$25.9M 1,014,250 +3,567 +0.4%
OIA
2
OneDigital Investment Advisors
Kansas
$9.41M 367,940 +90,066 +32%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.34M 247,960 +24,858 +11%
RCIM
4
Red Cedar Investment Management
Michigan
$4.69M 183,405
HighTower Advisors
5
HighTower Advisors
Illinois
$3.01M 117,748 -627,456 -84%
AIP
6
Almanack Investment Partners
Pennsylvania
$2.99M 116,926 -22,062 -16%
IA
7
IFP Advisors
Florida
$2.93M 118,071 -136,048 -54%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.8M 109,588 -904,613 -89%
BW
9
Bison Wealth
Georgia
$1.57M 61,035 +2,406 +4%
AFP
10
Ausdal Financial Partners
Iowa
$1.45M 56,651 -140 -0.2%
LPL Financial
11
LPL Financial
California
$1.26M 49,297 +10,304 +26%
SPIA
12
Steward Partners Investment Advisory
New York
$1.06M 41,493
OMC
13
Old Mission Capital
Illinois
$854K 33,372 +7,836 +31%
FEG
14
Financial Enhancement Group
Indiana
$675K 26,368 -455 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$671K 26,239 +1,512 +6%
IAS
16
Insigneo Advisory Services
Florida
$607K 23,742 -8,210 -26%
Wolverine Trading
17
Wolverine Trading
Illinois
$562K 22,258 -2,371 -10%
SAF
18
Smith Anglin Financial
Texas
$516K 20,179 -1,179,255 -98%
AFA
19
Atlas Financial Advisors
California
$494K 19,299 -23 -0.1%
PEA
20
Park Edge Advisors
Ohio
$484K 18,936
Jane Street
21
Jane Street
New York
$472K 18,458 -8,406 -31%
PFS
22
Prospera Financial Services
Texas
$440K 17,201 -18,989 -52%
IAA
23
Ironsides Asset Advisors
North Carolina
$430K 16,825
EP
24
Eudaimonia Partners
Tennessee
$402K 15,720 -50 -0.3%
MA
25
Mutual Advisors
Nebraska
$378K 14,765 +5,083 +52%