Simplify US Equity PLUS Downside Convexity ETF
SPD
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.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $50M → $56.1M (+$6.1M)
9.24% more ownership
Funds ownership: 47.18% → 56.42% (+9.2%)
0% more funds holding
Funds holding: 38 → 38 (0)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$7.69M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.69M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$611K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.87M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.78M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.54M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$458K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$410K |
SPD Hedge Fund Activity: Q3 2023 in Review
38 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q3 2023, worth a combined $56.1M — up 12% from $50M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPD positions and 7 closed out — a net gain of 1 holder — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Axxcess Wealth Management, adding an estimated $7.69M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $7.87M.
- 38 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $56.1M of Simplify US Equity PLUS Downside Convexity ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 8 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $7.69M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $7.87M sold.
Based on aggregated 13F filings for Q3 2023.