SPD icon

Simplify US Equity PLUS Downside Convexity ETF

38 hedge funds and large institutions have $56.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$15.7M 599,769 +49,486 +9%
AWM
2
Axxcess Wealth Management
California
$12.7M 484,212 +281,027 +138%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.37M 280,946 +280,946 New
AWM
4
Austin Wealth Management
Texas
$3.4M 122,898 +122,898 New
AIP
5
Almanack Investment Partners
Pennsylvania
$2.63M 100,285 +9,958 +11%
BW
6
Bison Wealth
Georgia
$1.51M 57,690 -2,489 -4%
LPL Financial
7
LPL Financial
California
$1.39M 53,129 +7,026 +15%
CF
8
Clarity Financial
Texas
$1.25M 47,670 -115 -0.2%
SPIA
9
Steward Partners Investment Advisory
New York
$1.09M 41,493
IAA
10
Ironsides Asset Advisors
North Carolina
$1.08M 41,320 +2,000 +5%
Wolverine Trading
11
Wolverine Trading
Illinois
$857K 32,704 +20,851 +176%
HighTower Advisors
12
HighTower Advisors
Illinois
$730K 27,801 -13,350 -32%
IAS
13
Insigneo Advisory Services
Florida
$623K 23,742
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$586K 22,333 +22,333 New
PEA
15
Park Edge Advisors
Ohio
$494K 18,858 -78 -0.4%
FEG
16
Financial Enhancement Group
Indiana
$485K 18,183 -145 -0.8%
OMC
17
Old Mission Capital
Illinois
$481K 18,332 -5,899 -24%
DAS
18
Dynamic Advisor Solutions
Arizona
$442K 16,843 +1,563 +10%
GS
19
GTS Securities
New York
$437K 16,652 +16,652 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$399K 15,228 -14,981 -50%
TC
21
TownSquare Capital
Utah
$369K 14,092 +5,287 +60%
SAF
22
Smith Anglin Financial
Texas
$350K 13,346 -699 -5%
AFA
23
Atlas Financial Advisors
California
$318K 12,130 -1,627 -12%
KCM
24
Kathmere Capital Management
Pennsylvania
$256K 9,754 -16,738 -63%
CIAS
25
Capital Investment Advisory Services
North Carolina
$211K 8,063 +8,063 New