Simplify US Equity PLUS Downside Convexity ETF
SPD
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.
10.53% less ownership
Funds ownership: 62% → 51.46% (-11%)
11% less funds holding
Funds holding: 44 → 39 (-5)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
51% less capital invested
Capital invested by funds: $147M → $71.7M (-$75.1M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.27M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$625K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$269K |
| 4 |
LPL Financial
San Diego,
California
|
+$259K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$29.7M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$22.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$15.8M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.68M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.42M |
SPD Hedge Fund Activity: Q1 2023 in Review
39 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2023, worth a combined $71.7M — down 51% from $147M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPD and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 9 added.
The largest buyer was OneDigital Investment Advisors, adding an estimated $2.27M. The largest seller was Smith Anglin Financial, cutting an estimated $29.7M.
- 39 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2023, down from 44 in Q4 2022.
- Funds reported $71.7M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2023, down 51% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2023 and 6 closed out, a net change of -3 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2023 was OneDigital Investment Advisors, an estimated $2.27M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2023 was Smith Anglin Financial, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2023.