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Simplify US Equity PLUS Downside Convexity ETF
SPD

39 hedge funds and large institutions have $70.3M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

34% more funds holding

Funds holding: 29 → 39 (+10)

31% more capital invested

Capital invested by funds: $53.6M → $70.3M (+$16.7M)

5.31% more ownership

Funds ownership: 55.93% → 61.24% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
8
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.3M
2
SCM
Sollinda Capital Management
Florida
+$3.24M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.69M
4
LAS
Lloyd Advisory Services
Georgia
+$1.61M
5
Citadel Advisors
Citadel Advisors
Florida
+$550K

Top Sellers

1
CIAS
Capital Investment Advisory Services
North Carolina
-$1.35M
2
DAS
Dynamic Advisor Solutions
Arizona
-$604K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$411K
4
AIP
Almanack Investment Partners
Pennsylvania
-$382K
5
IAS
Insigneo Advisory Services
Florida
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Sollinda Capital Management
Florida
$15.8M +$3.24M +103,542 +27%
AWM
2
Axxcess Wealth Management
California
$12.6M -$57.9K -1,850 -0.5%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.57M +$8.3M +265,347 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.02M -$411K -13,137 -5%
AWM
5
AE Wealth Management
Kansas
$4.5M +$69.1K +2,207 +2%
AIP
6
Almanack Investment Partners
Pennsylvania
$3.9M -$382K -12,200 -9%
AWM
7
Austin Wealth Management
Texas
$3.83M -$36.5K -1,168 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.74M +$1.69M +53,916 New
LAS
9
Lloyd Advisory Services
Georgia
$1.66M +$1.61M +51,346 New
BW
10
Bison Wealth
Georgia
$1.51M – – –
IAA
11
Ironsides Asset Advisors
North Carolina
$1.4M +$139K +4,450 +11%
SPIA
12
Steward Partners Investment Advisory
New York
$1.34M – – –
OMC
13
Old Mission Capital
Illinois
$655K +$261K +8,342 +70%
FEG
14
Financial Enhancement Group
Indiana
$626K +$70K +2,236 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$568K +$550K +17,563 New
Wolverine Trading
16
Wolverine Trading
Illinois
$521K +$505K +16,133 New
UBS Group
17
UBS Group
Switzerland
$410K +$283K +9,040 +249%
LPL Financial
18
LPL Financial
California
$385K +$373K +11,916 New
GLR
19
Great Lakes Retirement
Ohio
$353K -$37.3K -1,191 -10%
IAS
20
Insigneo Advisory Services
Florida
$319K -$308K -9,848 -50%
DAS
21
Dynamic Advisor Solutions
Arizona
$294K -$604K -19,314 -68%
Jane Street
22
Jane Street
New York
$253K +$245K +7,817 New
KCM
23
Kathmere Capital Management
Pennsylvania
$249K – – –
ECA
24
Elevated Capital Advisors
Utah
$245K +$237K +7,575 New
PFA
25
Pathway Financial Advisors
Vermont
$230K – – –
1
2

SPD Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q2 2024, worth a combined $70.3M — up 31% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPD positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.3M. The largest seller was Capital Investment Advisory Services, exiting entirely with an estimated $1.35M sold.

  • 39 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $70.3M of Simplify US Equity PLUS Downside Convexity ETF stock for Q2 2024, up 31% quarter-over-quarter.
  • 12 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q2 2024 was HighTower Advisors, an estimated $8.3M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q2 2024 was Capital Investment Advisory Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2024.