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Simplify US Equity PLUS Downside Convexity ETF

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, 9 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
Axxcess Wealth Management
California
$10M 348,596 -135,616 -28%
AWM
2
AE Wealth Management
Kansas
$9.77M 331,871 +331,871 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.8M 271,403 -9,543 -3%
AWM
4
Austin Wealth Management
Texas
$3.48M 115,497 -7,401 -6%
Wells Fargo
5
Wells Fargo
California
$2.36M 82,167 +76,442 +1,335%
LPL Financial
6
LPL Financial
California
$1.52M 53,054 -75 -0.1%
BW
7
Bison Wealth
Georgia
$1.41M 49,100 -8,590 -15%
LAS
8
Lloyd Advisory Services
Georgia
$1.39M 48,540 +48,540 New
SPIA
9
Steward Partners Investment Advisory
New York
$1.19M 41,493
OMC
10
Old Mission Capital
Illinois
$1.03M 35,674 +17,342 +95%
IAA
11
Ironsides Asset Advisors
North Carolina
$992K 34,538 -6,782 -16%
DAS
12
Dynamic Advisor Solutions
Arizona
$768K 27,139 +10,296 +61%
IAS
13
Insigneo Advisory Services
Florida
$682K 23,742
HighTower Advisors
14
HighTower Advisors
Illinois
$674K 23,428 -4,373 -16%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$671K 23,343 +23,343 New
FEG
16
Financial Enhancement Group
Indiana
$542K 18,964 +781 +4%
PEA
17
Park Edge Advisors
Ohio
$539K 18,760 -98 -0.5%
GS
18
GTS Securities
New York
$502K 17,456 +804 +5%
GLR
19
Great Lakes Retirement
Ohio
$371K 12,910 +12,910 New
Wolverine Trading
20
Wolverine Trading
Illinois
$261K 9,090 -23,614 -72%
KCM
21
Kathmere Capital Management
Pennsylvania
$235K 8,165 -1,589 -16%
CIAS
22
Capital Investment Advisory Services
North Carolina
$232K 8,088 +25 +0.3%
PFA
23
Pathway Financial Advisors
Vermont
$204K 7,115 +7,115 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$169K 5,893 -169 -3%
IA
25
IFP Advisors
Florida
$68.7K 2,392 -3,511 -59%