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Simplify US Equity PLUS Downside Convexity ETF

29 hedge funds and large institutions have $53.6M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
7
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
Axxcess Wealth Management
California
$12.1M 390,278 +41,682 +12%
SCM
2
Sollinda Capital Management
Florida
$12M 385,915 +385,915 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.13M 261,357 -10,046 -4%
AWM
4
AE Wealth Management
Kansas
$4.26M 136,909 -194,962 -59%
AIP
5
Almanack Investment Partners
Pennsylvania
$4.13M 132,728 +132,728 New
AWM
6
Austin Wealth Management
Texas
$3.69M 116,793 +1,296 +1%
BW
7
Bison Wealth
Georgia
$1.51M 48,504 -596 -1%
CIAS
8
Capital Investment Advisory Services
North Carolina
$1.35M 43,563 +35,475 +439%
SPIA
9
Steward Partners Investment Advisory
New York
$1.29M 41,493
IAA
10
Ironsides Asset Advisors
North Carolina
$1.21M 38,833 +4,295 +12%
DAS
11
Dynamic Advisor Solutions
Arizona
$884K 28,420 +1,281 +5%
IAS
12
Insigneo Advisory Services
Florida
$614K 19,751 -3,991 -17%
FEG
13
Financial Enhancement Group
Indiana
$525K 17,130 -1,834 -10%
RCM
14
Ridgepath Capital Management
Tennessee
$413K 13,270 +13,270 New
GLR
15
Great Lakes Retirement
Ohio
$377K 12,117 -793 -6%
OMC
16
Old Mission Capital
Illinois
$370K 11,913 -23,761 -67%
KCM
17
Kathmere Capital Management
Pennsylvania
$239K 7,701 -464 -6%
PFA
18
Pathway Financial Advisors
Vermont
$221K 7,115
UBS Group
19
UBS Group
Switzerland
$113K 3,636 +1,947 +115%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$31K 1,009 -197 -16%
IA
21
IFP Advisors
Florida
$30.1K 967 -1,425 -60%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$23.5K 756 -5,137 -87%
Wells Fargo
23
Wells Fargo
California
$23.3K 750 -81,417 -99%
CA
24
CoreCap Advisors
Michigan
$18K 579 +579 New
Morgan Stanley
25
Morgan Stanley
New York
$11.9K 381 -379 -50%