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Simplify US Equity PLUS Downside Convexity ETF

38 hedge funds and large institutions have $50M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$15M 550,283 +182,343 +50%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.9M 289,178 +41,218 +17%
AWM
3
Axxcess Wealth Management
California
$5.55M 203,185 +203,185 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.78M 101,813 -7,775 -7%
AIP
5
Almanack Investment Partners
Pennsylvania
$2.47M 90,327 -26,599 -23%
BW
6
Bison Wealth
Georgia
$1.64M 60,179 -856 -1%
AFP
7
Ausdal Financial Partners
Iowa
$1.54M 56,551 -100 -0.2%
CF
8
Clarity Financial
Texas
$1.31M 47,785 +47,785 New
LPL Financial
9
LPL Financial
California
$1.26M 46,103 -3,194 -6%
SPIA
10
Steward Partners Investment Advisory
New York
$1.13M 41,493
HighTower Advisors
11
HighTower Advisors
Illinois
$1.13M 41,151 -76,597 -65%
IAA
12
Ironsides Asset Advisors
North Carolina
$1.08M 39,320 +22,495 +134%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$825K 30,209 +3,970 +15%
KCM
14
Kathmere Capital Management
Pennsylvania
$723K 26,492 -987,758 -97%
OMC
15
Old Mission Capital
Illinois
$662K 24,231 -9,141 -27%
IAS
16
Insigneo Advisory Services
Florida
$653K 23,742
PEA
17
Park Edge Advisors
Ohio
$517K 18,936
FEG
18
Financial Enhancement Group
Indiana
$508K 18,328 -8,040 -30%
DAS
19
Dynamic Advisor Solutions
Arizona
$417K 15,280 +4,568 +43%
SAF
20
Smith Anglin Financial
Texas
$384K 14,045 -6,134 -30%
AFA
21
Atlas Financial Advisors
California
$376K 13,757 -5,542 -29%
PFS
22
Prospera Financial Services
Texas
$360K 13,200 -4,001 -23%
Wolverine Trading
23
Wolverine Trading
Illinois
$320K 11,853 -10,405 -47%
Jane Street
24
Jane Street
New York
$279K 10,204 -8,254 -45%
TC
25
TownSquare Capital
Utah
$240K 8,805 +8,805 New