Simplify US Equity PLUS Downside Convexity ETF
SPD
35 hedge funds and large institutions have $47M invested in Simplify US Equity PLUS Downside Convexity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 12 closing their positions.
0.08% less ownership
Funds ownership: 56.42% → 56.34% (-0.08%)
8% less funds holding
Funds holding: 38 → 35 (-3)
16% less capital invested
Capital invested by funds: $56.1M → $47M (-$9.12M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.08M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.32M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$634K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$15.7M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$3.68M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$2.63M |
| 4 |
CF
Clarity Financial
Houston,
Texas
|
-$1.25M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$641K |
SPD Hedge Fund Activity: Q4 2023 in Review
35 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q4 2023, worth a combined $47M — down 16% from $56.1M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SPD and 9 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $9.01M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $15.7M sold.
- 35 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q4 2023, down from 38 in Q3 2023.
- Funds reported $47M of Simplify US Equity PLUS Downside Convexity ETF stock for Q4 2023, down 16% quarter-over-quarter.
- 9 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q4 2023 and 12 closed out, a net change of -3 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q4 2023 was AE Wealth Management, an estimated $9.01M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q4 2023 was OneDigital Investment Advisors, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2023.